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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 | $58,258 | $118,695-50.9% | $98,916-41.1% | $158,950-63.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 2.39% | 372.39%-370.0pp | 196.45%-194.1pp | 302.91%-300.5pp |
| Employer contribution / active EE | $1,008 | $3,333-69.8% | $2,689-62.5% | $4,762-78.8% |
| Participant deferral / active EE | $1,799 | $5,088-64.6% | $4,245-57.6% | $5,983-69.9% |
| Admin fee / account holder | $3,424 | $10,132-66.2% | $6,642-48.4% | $11,248-69.6% |