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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 | $28,914 | $58,391-50.5% | $76,667-62.3% | $72,976-60.4% |
| Participation rate | 92.6% | 67.4%+25.2pp | 72.1%+20.5pp | 69.5%+23.1pp |
| Annual return | 8.95% | 2306.65%-2297.7pp | 1166.74%-1157.8pp | 81.02%-72.1pp |
| Employer contribution / active EE | $1,789 | $1,787+0.1% | $2,303-22.3% | $2,440-26.7% |
| Participant deferral / active EE | $1,502 | $2,690-44.2% | $3,336-55.0% | $3,608-58.4% |
| Admin fee / account holder | $454 | $4,014-88.7% | $6,423-92.9% | $5,124-91.1% |