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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 | $67,429 | $100,938-33.2% | $90,461-25.5% | $158,982-57.6% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.6pp |
| Annual return | 0.32% | 1727.20%-1726.9pp | 1294.76%-1294.4pp | 302.99%-302.7pp |
| Employer contribution / active EE | $3,230 | $3,691-12.5% | $3,264-1.0% | $4,763-32.2% |
| Participant deferral / active EE | $1,805 | $4,350-58.5% | $3,964-54.5% | $5,983-69.8% |
| Admin fee / account holder | $3,658 | $6,510-43.8% | $5,617-34.9% | $11,252-67.5% |