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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 | $33,261 | $57,330-42.0% | $86,656-61.6% | $75,177-55.8% |
| Participation rate | 97.6% | 63.2%+34.4pp | 71.7%+25.9pp | 67.2%+30.4pp |
| Annual return | 9.16% | 2675.40%-2666.2pp | 593.09%-583.9pp | 160.75%-151.6pp |
| Employer contribution / active EE | $3,735 | $2,316+61.3% | $3,025+23.5% | $2,671+39.8% |
| Participant deferral / active EE | $4,859 | $3,320+46.4% | $4,439+9.5% | $4,126+17.8% |
| Admin fee / account holder | $1,049 | $4,115-74.5% | $5,619-81.3% | $5,651-81.4% |