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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 | $37,672 | $57,330-34.3% | $86,656-56.5% | $75,177-49.9% |
| Participation rate | 83.1% | 63.2%+19.9pp | 71.7%+11.3pp | 67.2%+15.8pp |
| Annual return | 10.91% | 2675.40%-2664.5pp | 593.09%-582.2pp | 160.75%-149.8pp |
| Employer contribution / active EE | $707 | $2,316-69.5% | $3,025-76.6% | $2,671-73.5% |
| Participant deferral / active EE | $1,538 | $3,320-53.7% | $4,439-65.4% | $4,126-62.7% |
| Admin fee / account holder | $1,219 | $4,115-70.4% | $5,619-78.3% | $5,651-78.4% |