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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 | $23,774 | $72,071-67.0% | $68,368-65.2% | $137,256-82.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 7.65% | 353.14%-345.5pp | 292.57%-284.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,438 | $2,788-48.4% | $2,649-45.7% | $4,156-65.4% |
| Participant deferral / active EE | $943 | $4,410-78.6% | $4,123-77.1% | $6,407-85.3% |
| Admin fee / account holder | $504 | $5,336-90.6% | $5,150-90.2% | $12,270-95.9% |