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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 | $100,911-66.9% | $90,440-63.0% | $158,966-79.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 3.68% | 1726.62%-1722.9pp | 1294.38%-1290.7pp | 302.95%-299.3pp |
| Employer contribution / active EE | $2,322 | $3,690-37.1% | $3,263-28.8% | $4,762-51.2% |
| Participant deferral / active EE | $2,210 | $4,348-49.2% | $3,964-44.2% | $5,983-63.1% |
| Admin fee / account holder | $2,460 | $6,507-62.2% | $5,615-56.2% | $11,250-78.1% |