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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 | $13,446 | $73,421-81.7% | $66,439-79.8% | $155,188-91.3% |
| Participation rate | 81.8% | 79.7%+2.1pp | 74.5%+7.3pp | 80.8%+1.0pp |
| Annual return | 7.86% | 1382.37%-1374.5pp | 757.66%-749.8pp | 148.84%-141.0pp |
| Employer contribution / active EE | $2,753 | $3,039-9.4% | $2,637+4.4% | $4,248-35.2% |
| Participant deferral / active EE | $3,047 | $4,680-34.9% | $3,876-21.4% | $6,531-53.4% |
| Admin fee / account holder | $4,212 | $8,856-52.4% | $6,173-31.8% | $14,480-70.9% |