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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 | $25,533 | $57,305-55.4% | $86,640-70.5% | $75,173-66.0% |
| Participation rate | 93.1% | 63.2%+29.9pp | 71.7%+21.4pp | 67.2%+25.9pp |
| Annual return | 11.75% | 2674.24%-2662.5pp | 592.52%-580.8pp | 160.72%-149.0pp |
| Employer contribution / active EE | $1,906 | $2,316-17.7% | $3,024-37.0% | $2,671-28.6% |
| Participant deferral / active EE | $858 | $3,320-74.2% | $4,438-80.7% | $4,126-79.2% |
| Admin fee / account holder | $330 | $4,116-92.0% | $5,616-94.1% | $5,651-94.2% |