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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 | $21,710 | $57,305-62.1% | $86,640-74.9% | $75,173-71.1% |
| Participation rate | 87.8% | 63.2%+24.5pp | 71.7%+16.0pp | 67.2%+20.6pp |
| Annual return | 8.77% | 2674.24%-2665.5pp | 592.52%-583.7pp | 160.72%-151.9pp |
| Employer contribution / active EE | $955 | $2,316-58.8% | $3,024-68.4% | $2,671-64.2% |
| Participant deferral / active EE | $1,095 | $3,320-67.0% | $4,438-75.3% | $4,126-73.5% |
| Admin fee / account holder | $1,829 | $4,116-55.6% | $5,616-67.4% | $5,651-67.6% |