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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 | $74,187 | $80,812-8.2% | $160,784-53.9% | $82,448-10.0% |
| Participation rate | 88.6% | 66.2%+22.4pp | 77.0%+11.7pp | 68.1%+20.6pp |
| Annual return | 10.68% | 100.59%-89.9pp | 1803.92%-1793.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,694 | $2,174-22.1% | $3,733-54.6% | $2,551-33.6% |
| Participant deferral / active EE | $2,787 | $4,335-35.7% | $6,293-55.7% | $4,139-32.7% |
| Admin fee / account holder | $1,209 | $7,695-84.3% | $9,717-87.6% | $7,234-83.3% |