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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 | $34,284 | $85,766-60.0% | $136,298-74.8% | $70,126-51.1% |
| Participation rate | 95.7% | 74.2%+21.5pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 3.90% | 31.46%-27.6pp | 5156.27%-5152.4pp | 73.15%-69.3pp |
| Employer contribution / active EE | $2,169 | $2,966-26.9% | $4,696-53.8% | $2,343-7.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,361 | $5,421-74.9% | $9,244-85.3% | $4,645-70.7% |