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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 | $58,991 | $77,908-24.3% | $149,696-60.6% | $75,173-21.5% |
| Participation rate | 95.2% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.0pp |
| Annual return | 0.69% | 31.73%-31.0pp | 134.46%-133.8pp | 160.72%-160.0pp |
| Employer contribution / active EE | $1,901 | $3,138-39.4% | $4,821-60.6% | $2,671-28.8% |
| Participant deferral / active EE | $1,913 | $3,411-43.9% | $5,682-66.3% | $4,126-53.6% |
| Admin fee / account holder | $2,429 | $5,950-59.2% | $13,212-81.6% | $5,651-57.0% |