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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 | $35,453 | $60,119-41.0% | $90,430-60.8% | $79,858-55.6% |
| Participation rate | 75.9% | 65.0%+11.0pp | 72.7%+3.2pp | 69.6%+6.3pp |
| Annual return | 0.38% | 71.94%-71.6pp | 1293.73%-1293.3pp | 31.72%-31.3pp |
| Employer contribution / active EE | $2,104 | $2,068+1.8% | $3,262-35.5% | $2,471-14.8% |
| Participant deferral / active EE | $3,640 | $2,938+23.9% | $3,963-8.1% | $3,740-2.7% |
| Admin fee / account holder | $6,881 | $3,976+73.1% | $5,613+22.6% | $5,306+29.7% |