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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 | $33,591 | $91,537-63.3% | $130,045-74.2% | $75,173-55.3% |
| Participation rate | 95.8% | 71.5%+24.4pp | 78.5%+17.3pp | 67.2%+28.6pp |
| Annual return | 10.02% | -631.55%+641.6pp | -137.30%+147.3pp | 160.72%-150.7pp |
| Employer contribution / active EE | $1,337 | $2,845-53.0% | $4,321-69.1% | $2,671-50.0% |
| Participant deferral / active EE | $2,589 | $4,343-40.4% | $5,820-55.5% | $4,126-37.2% |
| Admin fee / account holder | $1,303 | $6,780-80.8% | $10,600-87.7% | $5,651-76.9% |