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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,013 | $57,305-75.5% | $86,640-83.8% | $75,173-81.4% |
| Participation rate | 98.9% | 63.2%+35.7pp | 71.7%+27.2pp | 67.2%+31.7pp |
| Annual return | 7.47% | 2674.24%-2666.8pp | 592.52%-585.0pp | 160.72%-153.2pp |
| Employer contribution / active EE | $1,252 | $2,316-45.9% | $3,024-58.6% | $2,671-53.1% |
| Participant deferral / active EE | $2,163 | $3,320-34.8% | $4,438-51.3% | $4,126-47.6% |
| Admin fee / account holder | $2,108 | $4,116-48.8% | $5,616-62.5% | $5,651-62.7% |