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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 | $169,336-79.5% | $129,384-73.2% | $145,884-76.2% |
| Participation rate | 93.8% | 76.5%+17.3pp | 69.6%+24.1pp | 80.3%+13.4pp |
| Annual return | 1.05% | 14408.70%-14407.7pp | 9461.77%-9460.7pp | 551.85%-550.8pp |
| Employer contribution / active EE | $3,215 | $5,540-42.0% | $4,153-22.6% | $4,662-31.1% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,003 | $9,912-79.8% | $7,686-73.9% | $13,392-85.0% |