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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 | $34,649 | $169,356-79.5% | $129,406-73.2% | $145,897-76.3% |
| Participation rate | 93.8% | 76.5%+17.2pp | 69.6%+24.1pp | 80.3%+13.4pp |
| Annual return | 1.05% | 14418.62%-14417.6pp | 9468.18%-9467.1pp | 552.29%-551.2pp |
| Employer contribution / active EE | $3,215 | $5,542-42.0% | $4,155-22.6% | $4,663-31.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,003 | $9,915-79.8% | $7,689-73.9% | $13,390-85.0% |