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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 | $29,298 | $150,447-80.5% | $136,298-78.5% | $147,586-80.1% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 2.83% | 1049.15%-1046.3pp | 5156.27%-5153.4pp | 578.59%-575.8pp |
| Employer contribution / active EE | $996 | $5,256-81.0% | $4,696-78.8% | $4,876-79.6% |
| Participant deferral / active EE | $2,886 | $6,631-56.5% | $6,247-53.8% | $5,439-46.9% |
| Admin fee / account holder | $316 | $10,906-97.1% | $9,244-96.6% | $10,886-97.1% |