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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 | $11,467 | $72,071-84.1% | $68,368-83.2% | $137,256-91.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 12.02% | 353.14%-341.1pp | 292.57%-280.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $972 | $2,788-65.1% | $2,649-63.3% | $4,156-76.6% |
| Participant deferral / active EE | $1,405 | $4,410-68.1% | $4,123-65.9% | $6,407-78.1% |
| Admin fee / account holder | $3,467 | $5,336-35.0% | $5,150-32.7% | $12,270-71.7% |