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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 | $88,702-83.4% | $81,780-82.0% | $145,978-89.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 8.57% | 1029.12%-1020.6pp | 776.27%-767.7pp | 550.52%-542.0pp |
| Employer contribution / active EE | $1,504 | $3,084-51.3% | $2,914-48.4% | $4,662-67.7% |
| Participant deferral / active EE | $1,872 | $4,645-59.7% | $4,321-56.7% | $6,690-72.0% |
| Admin fee / account holder | $1,155 | $8,414-86.3% | $7,384-84.4% | $13,400-91.4% |