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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 | $64,561 | $103,008-37.3% | $90,304-28.5% | $152,897-57.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 0.89% | 95.22%-94.3pp | 78.13%-77.2pp | 345.43%-344.5pp |
| Employer contribution / active EE | $2,821 | $3,139-10.1% | $2,855-1.2% | $4,764-40.8% |
| Participant deferral / active EE | $1,983 | $4,281-53.7% | $3,885-49.0% | $5,851-66.1% |
| Admin fee / account holder | $1,718 | $6,175-72.2% | $5,354-67.9% | $11,599-85.2% |