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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 | $26,706 | $99,921-73.3% | $85,009-68.6% | $145,959-81.7% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 6.62% | 83.89%-77.3pp | 66.47%-59.9pp | 561.95%-555.3pp |
| Employer contribution / active EE | $1,616 | $3,233-50.0% | $2,728-40.8% | $4,661-65.3% |
| Participant deferral / active EE | $3,809 | $5,293-28.0% | $4,522-15.8% | $6,689-43.1% |
| Admin fee / account holder | $1,577 | $7,252-78.3% | $6,153-74.4% | $13,398-88.2% |