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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 | $33,450 | $100,895-66.8% | $90,430-63.0% | $158,950-79.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 3.68% | 1725.54%-1721.9pp | 1293.73%-1290.0pp | 302.91%-299.2pp |
| Employer contribution / active EE | $2,322 | $3,689-37.0% | $3,262-28.8% | $4,762-51.2% |
| Participant deferral / active EE | $2,210 | $4,347-49.2% | $3,963-44.2% | $5,983-63.1% |
| Admin fee / account holder | $2,460 | $6,505-62.2% | $5,613-56.2% | $11,248-78.1% |