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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 | $16,778 | $57,305-70.7% | $86,640-80.6% | $75,173-77.7% |
| Participation rate | 95.2% | 63.2%+32.0pp | 71.7%+23.5pp | 67.2%+28.0pp |
| Annual return | 11.30% | 2674.24%-2662.9pp | 592.52%-581.2pp | 160.72%-149.4pp |
| Employer contribution / active EE | $2,444 | $2,316+5.5% | $3,024-19.2% | $2,671-8.5% |
| Participant deferral / active EE | $1,597 | $3,320-51.9% | $4,438-64.0% | $4,126-61.3% |
| Admin fee / account holder | $4,592 | $4,116+11.6% | $5,616-18.2% | $5,651-18.7% |