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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 | $47,070 | $162,529-71.0% | $130,788-64.0% | $154,746-69.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 2.93% | 510.48%-507.5pp | 386.44%-383.5pp | 172.34%-169.4pp |
| Employer contribution / active EE | $818 | $4,447-81.6% | $3,558-77.0% | $4,379-81.3% |
| Participant deferral / active EE | $2,060 | $4,808-57.2% | $4,137-50.2% | $6,730-69.4% |
| Admin fee / account holder | $499 | $7,669-93.5% | $6,673-92.5% | $14,365-96.5% |