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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 | $12,543 | $169,161-92.6% | $129,295-90.3% | $145,959-91.4% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 5.25% | 14348.07%-14342.8pp | 9429.28%-9424.0pp | 561.95%-556.7pp |
| Employer contribution / active EE | $1,170 | $5,543-78.9% | $4,157-71.8% | $4,661-74.9% |
| Participant deferral / active EE | $2,155 | $4,989-56.8% | $4,169-48.3% | $6,689-67.8% |
| Admin fee / account holder | $10,485 | $9,878+6.1% | $7,665+36.8% | $13,398-21.7% |