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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 | $13,654 | $65,434-79.1% | $98,483-86.1% | $85,847-84.1% |
| Participation rate | 73.0% | 65.0%+8.0pp | 73.3%-0.4pp | 69.3%+3.7pp |
| Annual return | 10.43% | 21.75%-11.3pp | 1494.38%-1484.0pp | 318.61%-308.2pp |
| Employer contribution / active EE | $2,820 | $2,169+30.0% | $2,961-4.8% | $2,565+9.9% |
| Participant deferral / active EE | $1,420 | $3,168-55.2% | $4,276-66.8% | $3,952-64.1% |
| Admin fee / account holder | $4,005 | $4,595-12.8% | $5,953-32.7% | $6,261-36.0% |