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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 | $52,446 | $72,426-27.6% | $67,560-22.4% | $145,897-64.1% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 6.51% | 7226.78%-7220.3pp | 3533.50%-3527.0pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,094 | $3,074-64.4% | $2,737-60.0% | $4,663-76.5% |
| Participant deferral / active EE | $865 | $4,785-81.9% | $4,004-78.4% | $6,689-87.1% |
| Admin fee / account holder | $1,581 | $5,514-71.3% | $3,994-60.4% | $13,390-88.2% |