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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 | $17,758 | $96,419-81.6% | $80,648-78.0% | $139,487-87.3% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 2.19% | 1352.86%-1350.7pp | 937.21%-935.0pp | 373.84%-371.6pp |
| Employer contribution / active EE | $2,646 | $3,261-18.9% | $2,724-2.8% | $4,755-44.3% |
| Participant deferral / active EE | $1,716 | $5,225-67.2% | $4,443-61.4% | $6,713-74.4% |
| Admin fee / account holder | $48,226 | $6,605+630.2% | $5,382+796.1% | $11,407+322.8% |