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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 | $70,121-45.1% | $63,803-39.6% | $138,895-72.3% |
| Participation rate | 93.8% | 77.2%+16.5pp | 72.7%+21.0pp | 79.9%+13.8pp |
| Annual return | 8.10% | 946.48%-938.4pp | 543.72%-535.6pp | 145.39%-137.3pp |
| Employer contribution / active EE | $1,284 | $2,882-55.4% | $2,532-49.3% | $4,194-69.4% |
| Participant deferral / active EE | $1,798 | $4,535-60.4% | $3,843-53.2% | $6,396-71.9% |
| Admin fee / account holder | $639 | $6,738-90.5% | $5,196-87.7% | $12,562-94.9% |