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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 | $78,835 | $202,463-61.1% | $169,397-53.5% | $139,487-43.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 4.29% | 532.64%-528.4pp | 406.23%-401.9pp | 373.84%-369.6pp |
| Employer contribution / active EE | $648 | $4,694-86.2% | $4,013-83.9% | $4,755-86.4% |
| Participant deferral / active EE | $2,475 | $6,941-64.3% | $6,223-60.2% | $6,713-63.1% |
| Admin fee / account holder | $491 | $10,726-95.4% | $9,017-94.6% | $11,407-95.7% |