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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 | $33,044 | $176,688-81.3% | $130,660-74.7% | $152,909-78.4% |
| Participation rate | 95.5% | 79.0%+16.5pp | 71.7%+23.7pp | 82.5%+13.0pp |
| Annual return | 4.47% | 2693.08%-2688.6pp | 1709.29%-1704.8pp | 345.46%-341.0pp |
| Employer contribution / active EE | $864 | $5,743-85.0% | $4,092-78.9% | $4,764-81.9% |
| Participant deferral / active EE | $4,088 | $4,362-6.3% | $3,603+13.5% | $5,851-30.1% |
| Admin fee / account holder | $2,304 | $7,131-67.7% | $5,463-57.8% | $11,601-80.1% |