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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 | $20,578 | $176,688-88.4% | $130,660-84.3% | $152,897-86.5% |
| Participation rate | 91.7% | 79.0%+12.7pp | 71.7%+19.9pp | 82.5%+9.2pp |
| Annual return | 2.02% | 2693.08%-2691.1pp | 1709.29%-1707.3pp | 345.43%-343.4pp |
| Employer contribution / active EE | $2,013 | $5,743-64.9% | $4,092-50.8% | $4,764-57.7% |
| Participant deferral / active EE | $1,085 | $4,362-75.1% | $3,603-69.9% | $5,851-81.5% |
| Admin fee / account holder | $2,542 | $7,131-64.4% | $5,463-53.5% | $11,599-78.1% |