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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 | $38,869 | $70,121-44.6% | $63,803-39.1% | $138,895-72.0% |
| Participation rate | 85.7% | 77.2%+8.5pp | 72.7%+13.0pp | 79.9%+5.8pp |
| Annual return | 9.54% | 946.48%-936.9pp | 543.72%-534.2pp | 145.39%-135.8pp |
| Employer contribution / active EE | $5,582 | $2,882+93.7% | $2,532+120.4% | $4,194+33.1% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $304 | $6,738-95.5% | $5,196-94.2% | $12,562-97.6% |