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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 | $30,179 | $88,778-66.0% | $81,844-63.1% | $145,884-79.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.78% | 1033.03%-1024.3pp | 778.87%-770.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,701 | $3,087-44.9% | $2,916-41.7% | $4,662-63.5% |
| Participant deferral / active EE | $2,429 | $4,648-47.7% | $4,323-43.8% | $6,690-63.7% |
| Admin fee / account holder | $640 | $8,430-92.4% | $7,355-91.3% | $13,392-95.2% |