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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 | $25,364 | $98,240-74.2% | $82,312-69.2% | $147,586-82.8% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 1.93% | 30.85%-28.9pp | 25.88%-23.9pp | 578.59%-576.7pp |
| Employer contribution / active EE | $577 | $3,192-81.9% | $2,428-76.3% | $4,876-88.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,667 | $8,563-68.9% | $5,608-52.4% | $10,886-75.5% |