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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 | $13,320 | $88,754-85.0% | $81,820-83.7% | $145,877-90.9% |
| Participation rate | 91.3% | 75.1%+16.2pp | 72.4%+18.9pp | 80.3%+11.0pp |
| Annual return | 7.11% | 1031.77%-1024.7pp | 777.93%-770.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $501 | $3,085-83.8% | $2,915-82.8% | $4,663-89.3% |
| Participant deferral / active EE | $2,434 | $4,648-47.6% | $4,323-43.7% | $6,691-63.6% |
| Admin fee / account holder | $7,276 | $8,424-13.6% | $7,391-1.6% | $13,402-45.7% |