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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 | $29,941 | $72,403-58.6% | $67,524-55.7% | $145,978-79.5% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 4.55% | 7197.23%-7192.7pp | 3519.41%-3514.9pp | 550.52%-546.0pp |
| Employer contribution / active EE | $2,506 | $3,072-18.4% | $2,734-8.3% | $4,662-46.2% |
| Participant deferral / active EE | $3,096 | $4,782-35.3% | $4,001-22.6% | $6,690-53.7% |
| Admin fee / account holder | $16,526 | $5,541+198.3% | $4,001+313.1% | $13,400+23.3% |