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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 | $38,565 | $85,766-55.0% | $136,298-71.7% | $70,126-45.0% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 0.60% | 31.46%-30.9pp | 5156.27%-5155.7pp | 73.15%-72.5pp |
| Employer contribution / active EE | $3,514 | $2,966+18.5% | $4,696-25.2% | $2,343+50.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,412 | $5,421-55.5% | $9,244-73.9% | $4,645-48.1% |