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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 | $38,531 | $76,368-49.5% | $67,681-43.1% | $154,746-75.1% |
| Participation rate | 93.8% | 79.0%+14.8pp | 73.7%+20.0pp | 80.7%+13.0pp |
| Annual return | 8.10% | 1066.77%-1058.7pp | 590.58%-582.5pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,284 | $3,151-59.2% | $2,678-52.0% | $4,379-70.7% |
| Participant deferral / active EE | $1,798 | $4,824-62.7% | $3,976-54.8% | $6,730-73.3% |
| Admin fee / account holder | $639 | $8,559-92.5% | $6,100-89.5% | $14,365-95.6% |