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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 | $23,674 | $88,815-73.3% | $81,882-71.1% | $145,897-83.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 9.24% | 1033.75%-1024.5pp | 779.47%-770.2pp | 552.29%-543.1pp |
| Employer contribution / active EE | $3,072 | $3,086-0.5% | $2,916+5.3% | $4,663-34.1% |
| Participant deferral / active EE | $8,520 | $4,647+83.3% | $4,323+97.1% | $6,689+27.4% |
| Admin fee / account holder | $12,794 | $8,434+51.7% | $7,360+73.8% | $13,390-4.5% |