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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 | $33,938 | $109,411-69.0% | $89,435-62.1% | $158,982-78.7% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.7pp |
| Annual return | 2.08% | 345.68%-343.6pp | 245.55%-243.5pp | 302.99%-300.9pp |
| Employer contribution / active EE | $6,686 | $3,173+110.7% | $2,587+158.4% | $4,763+40.4% |
| Participant deferral / active EE | $3,421 | $4,600-25.6% | $3,890-12.1% | $5,983-42.8% |
| Admin fee / account holder | $197,768 | $6,159+3111.2% | $4,884+3949.0% | $11,252+1657.7% |