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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 | $42,142 | $100,911-58.2% | $90,440-53.4% | $158,966-73.5% |
| Participation rate | 90.5% | 75.0%+15.4pp | 72.7%+17.8pp | 82.0%+8.5pp |
| Annual return | 5.32% | 1726.62%-1721.3pp | 1294.38%-1289.1pp | 302.95%-297.6pp |
| Employer contribution / active EE | $636 | $3,690-82.8% | $3,263-80.5% | $4,762-86.7% |
| Participant deferral / active EE | $1,785 | $4,348-58.9% | $3,964-55.0% | $5,983-70.2% |
| Admin fee / account holder | $23,464 | $6,507+260.6% | $5,615+317.9% | $11,250+108.6% |