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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 | $26,979 | $57,330-52.9% | $86,656-68.9% | $75,177-64.1% |
| Participation rate | 90.7% | 63.2%+27.5pp | 71.7%+19.0pp | 67.2%+23.5pp |
| Annual return | 10.30% | 2675.40%-2665.1pp | 593.09%-582.8pp | 160.75%-150.5pp |
| Employer contribution / active EE | $1,455 | $2,316-37.2% | $3,025-51.9% | $2,671-45.5% |
| Participant deferral / active EE | $1,626 | $3,320-51.0% | $4,439-63.4% | $4,126-60.6% |
| Admin fee / account holder | $1,757 | $4,115-57.3% | $5,619-68.7% | $5,651-68.9% |