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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 | $67,093 | $96,361-30.4% | $80,607-16.8% | $139,456-51.9% |
| Participation rate | 84.2% | 73.6%+10.6pp | 67.0%+17.2pp | 80.3%+3.9pp |
| Annual return | 9.44% | 1350.95%-1341.5pp | 936.11%-926.7pp | 373.45%-364.0pp |
| Employer contribution / active EE | $722 | $3,262-77.9% | $2,724-73.5% | $4,753-84.8% |
| Participant deferral / active EE | $3,431 | $5,232-34.4% | $4,448-22.9% | $6,711-48.9% |
| Admin fee / account holder | $18,383 | $6,601+178.5% | $5,379+241.7% | $11,407+61.2% |