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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 | $42,899 | $29,733+44.3% | $56,025-23.4% | $80,959-47.0% |
| Participation rate | 93.8% | 41.7%+52.0pp | 52.5%+41.2pp | 67.7%+26.1pp |
| Annual return | 9.22% | 35.28%-26.1pp | 1712.69%-1703.5pp | 35.67%-26.4pp |
| Employer contribution / active EE | $4,082 | $672+507.7% | $1,042+291.9% | $2,757+48.1% |
| Participant deferral / active EE | $1,672 | $1,229+36.0% | $1,955-14.5% | $4,300-61.1% |
| Admin fee / account holder | $1,429 | $2,434-41.3% | $2,828-49.5% | $6,925-79.4% |