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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 | $90,616 | $72,426+25.1% | $67,560+34.1% | $145,897-37.9% |
| Participation rate | 86.7% | 76.9%+9.8pp | 72.9%+13.7pp | 80.3%+6.4pp |
| Annual return | 2.89% | 7226.78%-7223.9pp | 3533.50%-3530.6pp | 552.29%-549.4pp |
| Employer contribution / active EE | $1,049 | $3,074-65.9% | $2,737-61.7% | $4,663-77.5% |
| Participant deferral / active EE | $4,227 | $4,785-11.7% | $4,004+5.6% | $6,689-36.8% |
| Admin fee / account holder | $16,040 | $5,514+190.9% | $3,994+301.6% | $13,390+19.8% |