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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 | $28,040 | $99,079-71.7% | $78,002-64.1% | $273,972-89.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 1.68% | 217.93%-216.2pp | 425.99%-424.3pp | 41.46%-39.8pp |
| Employer contribution / active EE | $1,525 | $3,308-53.9% | $2,470-38.3% | $4,869-68.7% |
| Participant deferral / active EE | $1,333 | $4,306-69.0% | $3,497-61.9% | $5,287-74.8% |
| Admin fee / account holder | $2,856 | $8,954-68.1% | $5,481-47.9% | $10,133-71.8% |