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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 | $23,897 | $100,203-76.2% | $85,240-72.0% | $145,897-83.6% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 2.67% | 84.28%-81.6pp | 66.75%-64.1pp | 552.29%-549.6pp |
| Employer contribution / active EE | $878 | $3,242-72.9% | $2,735-67.9% | $4,663-81.2% |
| Participant deferral / active EE | $3,023 | $5,299-42.9% | $4,527-33.2% | $6,689-54.8% |
| Admin fee / account holder | $4,201 | $7,265-42.2% | $6,165-31.9% | $13,390-68.6% |