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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 | $37,016 | $99,031-62.6% | $86,597-57.3% | $147,585-74.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 2.41% | 1312.56%-1310.2pp | 964.96%-962.6pp | 578.57%-576.2pp |
| Employer contribution / active EE | $1,807 | $3,132-42.3% | $2,840-36.4% | $4,876-62.9% |
| Participant deferral / active EE | $5,804 | $3,972+46.1% | $3,609+60.8% | $5,439+6.7% |
| Admin fee / account holder | $1,353 | $5,711-76.3% | $4,906-72.4% | $10,885-87.6% |