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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 | $44,287 | $226,135-80.4% | $182,558-75.7% | $152,909-71.0% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.0%+14.3pp | 82.5%+9.9pp |
| Annual return | 0.64% | 192.60%-192.0pp | 148.59%-147.9pp | 345.46%-344.8pp |
| Employer contribution / active EE | $1,936 | $4,979-61.1% | $4,076-52.5% | $4,764-59.4% |
| Participant deferral / active EE | $2,796 | $6,371-56.1% | $5,526-49.4% | $5,851-52.2% |
| Admin fee / account holder | $1,948 | $10,707-81.8% | $8,594-77.3% | $11,601-83.2% |