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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 | $22,055 | $58,275-62.2% | $81,844-73.1% | $80,935-72.8% |
| Participation rate | 76.6% | 63.5%+13.2pp | 72.4%+4.2pp | 67.7%+9.0pp |
| Annual return | 8.43% | 41.82%-33.4pp | 778.87%-770.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $1,753 | $2,346-25.3% | $2,916-39.9% | $2,757-36.4% |
| Participant deferral / active EE | $2,493 | $3,285-24.1% | $4,323-42.3% | $4,299-42.0% |
| Admin fee / account holder | $1,739 | $4,749-63.4% | $7,355-76.4% | $6,924-74.9% |