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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 | $16,012 | $88,710-82.0% | $81,783-80.4% | $145,959-89.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 1.97% | 1027.26%-1025.3pp | 775.05%-773.1pp | 561.95%-560.0pp |
| Employer contribution / active EE | $1,312 | $3,083-57.4% | $2,913-54.9% | $4,661-71.8% |
| Participant deferral / active EE | $1,147 | $4,645-75.3% | $4,320-73.5% | $6,689-82.9% |
| Admin fee / account holder | $1,150 | $8,407-86.3% | $7,380-84.4% | $13,398-91.4% |