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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 | $46,408 | $202,342-77.1% | $172,753-73.1% | $152,909-69.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 8.11% | 1029.88%-1021.8pp | 803.00%-794.9pp | 345.46%-337.4pp |
| Employer contribution / active EE | $1,382 | $5,857-76.4% | $5,144-73.1% | $4,764-71.0% |
| Participant deferral / active EE | $2,095 | $5,948-64.8% | $5,198-59.7% | $5,851-64.2% |
| Admin fee / account holder | $7,431 | $17,112-56.6% | $13,956-46.8% | $11,601-35.9% |