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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 | $9,817 | $88,778-88.9% | $81,844-88.0% | $145,884-93.3% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 1.63% | 1033.03%-1031.4pp | 778.87%-777.2pp | 551.85%-550.2pp |
| Employer contribution / active EE | $1,209 | $3,087-60.8% | $2,916-58.5% | $4,662-74.1% |
| Participant deferral / active EE | $2,107 | $4,648-54.7% | $4,323-51.3% | $6,690-68.5% |
| Admin fee / account holder | $315 | $8,430-96.3% | $7,355-95.7% | $13,392-97.6% |