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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 | $39,485 | $89,739-56.0% | $149,716-73.6% | $62,293-36.6% |
| Participation rate | 97.1% | 85.1%+12.0pp | 87.1%+10.0pp | 69.5%+27.5pp |
| Annual return | 13.88% | 21.01%-7.1pp | 1501.67%-1487.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $2,441 | $3,233-24.5% | $5,444-55.2% | $2,042+19.5% |
| Participant deferral / active EE | $4,444 | $4,797-7.4% | $6,568-32.3% | $3,169+40.2% |
| Admin fee / account holder | $507 | $551-8.0% | $11,282-95.5% | $479+5.9% |