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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 | $47,382 | $185,225-74.4% | $142,898-66.8% | $167,553-71.7% |
| Participation rate | 85.7% | 78.5%+7.2pp | 72.0%+13.8pp | 82.1%+3.6pp |
| Annual return | 2.05% | 8558.12%-8556.1pp | 5639.64%-5637.6pp | 478.89%-476.8pp |
| Employer contribution / active EE | $5,021 | $5,607-10.4% | $4,146+21.1% | $4,840+3.7% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,238 | $8,032-22.3% | $6,560-4.9% | $12,316-49.4% |