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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 | $41,985 | $72,465-42.1% | $67,575-37.9% | $145,884-71.2% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 7.98% | 7222.56%-7214.6pp | 3528.98%-3521.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,896 | $3,074-38.3% | $2,736-30.7% | $4,662-59.3% |
| Participant deferral / active EE | $3,731 | $4,786-22.0% | $4,003-6.8% | $6,690-44.2% |
| Admin fee / account holder | $919 | $5,515-83.3% | $3,993-77.0% | $13,392-93.1% |