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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 | $6,575 | $88,778-92.6% | $81,844-92.0% | $145,884-95.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 8.69% | 1033.03%-1024.3pp | 778.87%-770.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $561 | $3,087-81.8% | $2,916-80.8% | $4,662-88.0% |
| Participant deferral / active EE | $682 | $4,648-85.3% | $4,323-84.2% | $6,690-89.8% |
| Admin fee / account holder | $362 | $8,430-95.7% | $7,355-95.1% | $13,392-97.3% |