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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 | $26,693 | $176,688-84.9% | $130,660-79.6% | $152,909-82.5% |
| Participation rate | 90.9% | 79.0%+11.9pp | 71.7%+19.2pp | 82.5%+8.5pp |
| Annual return | 5.59% | 2693.08%-2687.5pp | 1709.29%-1703.7pp | 345.46%-339.9pp |
| Employer contribution / active EE | $1,599 | $5,743-72.2% | $4,092-60.9% | $4,764-66.4% |
| Participant deferral / active EE | $3,356 | $4,362-23.1% | $3,603-6.9% | $5,851-42.6% |
| Admin fee / account holder | $581 | $7,131-91.9% | $5,463-89.4% | $11,601-95.0% |