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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 | $36,006 | $180,749-80.1% | $160,784-77.6% | $137,256-73.8% |
| Participation rate | 77.3% | 80.0%-2.7pp | 77.0%+0.3pp | 80.0%-2.7pp |
| Annual return | 8.36% | 2234.46%-2226.1pp | 1803.92%-1795.6pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,438 | $4,155-65.4% | $3,733-61.5% | $4,156-65.4% |
| Participant deferral / active EE | $1,567 | $6,844-77.1% | $6,293-75.1% | $6,407-75.5% |
| Admin fee / account holder | $999 | $10,397-90.4% | $9,717-89.7% | $12,270-91.9% |