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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 | $16,832 | $88,778-81.0% | $81,844-79.4% | $145,884-88.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 7.32% | 1033.03%-1025.7pp | 778.87%-771.6pp | 551.85%-544.5pp |
| Employer contribution / active EE | $3,129 | $3,087+1.4% | $2,916+7.3% | $4,662-32.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,095 | $8,430-87.0% | $7,355-85.1% | $13,392-91.8% |