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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 | $169,361-79.5% | $129,397-73.2% | $145,877-76.2% |
| Participation rate | 93.8% | 76.5%+17.3pp | 69.6%+24.1pp | 80.3%+13.4pp |
| Annual return | 1.05% | 14395.54%-14394.5pp | 9453.98%-9452.9pp | 551.28%-550.2pp |
| Employer contribution / active EE | $3,215 | $5,542-42.0% | $4,154-22.6% | $4,663-31.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,003 | $9,903-79.8% | $7,679-73.9% | $13,402-85.1% |