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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 | $169,237-92.6% | $129,339-90.3% | $145,978-91.4% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 5.25% | 14364.43%-14359.2pp | 9437.05%-9431.8pp | 550.52%-545.3pp |
| Employer contribution / active EE | $1,170 | $5,540-78.9% | $4,154-71.8% | $4,662-74.9% |
| Participant deferral / active EE | $2,155 | $4,991-56.8% | $4,170-48.3% | $6,690-67.8% |
| Admin fee / account holder | $10,485 | $9,882+6.1% | $7,668+36.7% | $13,400-21.8% |