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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 | $39,310 | $171,867-77.1% | $149,721-73.7% | $147,586-73.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 1.07% | 2113.36%-2112.3pp | 1501.67%-1500.6pp | 578.59%-577.5pp |
| Employer contribution / active EE | $1,976 | $6,275-68.5% | $5,444-63.7% | $4,876-59.5% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,617 | $13,799-37.6% | $11,282-23.6% | $10,886-20.8% |