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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 | $25,778 | $57,330-55.0% | $86,656-70.3% | $75,177-65.7% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 8.66% | 2675.40%-2666.7pp | 593.09%-584.4pp | 160.75%-152.1pp |
| Employer contribution / active EE | $2,163 | $2,316-6.6% | $3,025-28.5% | $2,671-19.0% |
| Participant deferral / active EE | $3,739 | $3,320+12.6% | $4,439-15.8% | $4,126-9.4% |
| Admin fee / account holder | $1,835 | $4,115-55.4% | $5,619-67.3% | $5,651-67.5% |