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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 | $18,956 | $99,011-80.9% | $86,582-78.1% | $147,586-87.2% |
| Participation rate | 95.5% | 76.3%+19.1pp | 73.5%+21.9pp | 82.8%+12.6pp |
| Annual return | 8.35% | 1312.75%-1304.4pp | 965.08%-956.7pp | 578.59%-570.2pp |
| Employer contribution / active EE | $985 | $3,132-68.6% | $2,839-65.3% | $4,876-79.8% |
| Participant deferral / active EE | $1,668 | $3,972-58.0% | $3,609-53.8% | $5,439-69.3% |
| Admin fee / account holder | $3,938 | $5,709-31.0% | $4,904-19.7% | $10,886-63.8% |