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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 | $10,206 | $29,667-65.6% | $56,441-81.9% | $80,874-87.4% |
| Participation rate | 93.9% | 41.7%+52.2pp | 52.5%+41.4pp | 67.6%+26.2pp |
| Annual return | 8.63% | 35.22%-26.6pp | 1704.21%-1695.6pp | 35.62%-27.0pp |
| Employer contribution / active EE | $666 | $669-0.5% | $1,039-35.9% | $2,756-75.8% |
| Participant deferral / active EE | $1,487 | $1,227+21.2% | $1,953-23.9% | $4,297-65.4% |
| Admin fee / account holder | $1,269 | $2,429-47.8% | $2,829-55.1% | $6,935-81.7% |