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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 | $30,732 | $65,434-53.0% | $98,483-68.8% | $85,847-64.2% |
| Participation rate | 77.8% | 65.0%+12.8pp | 73.3%+4.4pp | 69.3%+8.5pp |
| Annual return | 9.93% | 21.75%-11.8pp | 1494.38%-1484.5pp | 318.61%-308.7pp |
| Employer contribution / active EE | $1,469 | $2,169-32.3% | $2,961-50.4% | $2,565-42.7% |
| Participant deferral / active EE | $2,047 | $3,168-35.4% | $4,276-52.1% | $3,952-48.2% |
| Admin fee / account holder | $13,800 | $4,595+200.3% | $5,953+131.8% | $6,261+120.4% |