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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 | $24,847 | $65,434-62.0% | $98,483-74.8% | $85,847-71.1% |
| Participation rate | 90.3% | 65.0%+25.3pp | 73.3%+17.0pp | 69.3%+21.0pp |
| Annual return | 11.48% | 21.75%-10.3pp | 1494.38%-1482.9pp | 318.61%-307.1pp |
| Employer contribution / active EE | $620 | $2,169-71.4% | $2,961-79.0% | $2,565-75.8% |
| Participant deferral / active EE | $2,061 | $3,168-34.9% | $4,276-51.8% | $3,952-47.8% |
| Admin fee / account holder | $376 | $4,595-91.8% | $5,953-93.7% | $6,261-94.0% |