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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 | $22,718 | $100,911-77.5% | $90,440-74.9% | $158,966-85.7% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.7%+23.0pp | 82.0%+13.7pp |
| Annual return | 0.70% | 1726.62%-1725.9pp | 1294.38%-1293.7pp | 302.95%-302.2pp |
| Employer contribution / active EE | $2,334 | $3,690-36.7% | $3,263-28.5% | $4,762-51.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,530 | $6,507-15.0% | $5,615-1.5% | $11,250-50.8% |