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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 | $14,689 | $88,778-83.5% | $81,844-82.1% | $145,884-89.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 8.57% | 1033.03%-1024.5pp | 778.87%-770.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,504 | $3,087-51.3% | $2,916-48.4% | $4,662-67.8% |
| Participant deferral / active EE | $1,872 | $4,648-59.7% | $4,323-56.7% | $6,690-72.0% |
| Admin fee / account holder | $1,155 | $8,430-86.3% | $7,355-84.3% | $13,392-91.4% |