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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 | $43,132 | $109,863-60.7% | $98,477-56.2% | $167,518-74.3% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 9.04% | 1958.09%-1949.0pp | 1493.59%-1484.5pp | 478.71%-469.7pp |
| Employer contribution / active EE | $1,304 | $3,225-59.6% | $2,961-56.0% | $4,838-73.1% |
| Participant deferral / active EE | $1,268 | $4,673-72.9% | $4,276-70.3% | $6,342-80.0% |
| Admin fee / account holder | $460 | $6,755-93.2% | $5,951-92.3% | $12,312-96.3% |