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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 | $41,524 | $57,352-27.6% | $83,830-50.5% | $64,173-35.3% |
| Participation rate | 95.5% | 68.6%+26.8pp | 76.1%+19.3pp | 69.6%+25.9pp |
| Annual return | -9.01% | 11.38%-20.4pp | 850.97%-860.0pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,209 | $2,546-13.2% | $3,631-39.2% | $2,381-7.2% |
| Participant deferral / active EE | $2,911 | $2,993-2.7% | $4,082-28.7% | $3,470-16.1% |
| Admin fee / account holder | $2,770 | $4,046-31.5% | $5,479-49.4% | $4,887-43.3% |