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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 | $32,621 | $83,337-60.9% | $67,834-51.9% | $273,972-88.1% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 1.99% | 259.45%-257.5pp | 138.47%-136.5pp | 41.46%-39.5pp |
| Employer contribution / active EE | $1,143 | $3,287-65.2% | $2,403-52.5% | $4,869-76.5% |
| Participant deferral / active EE | $1,540 | $4,088-62.3% | $3,160-51.3% | $5,287-70.9% |
| Admin fee / account holder | $19,404 | $6,752+187.4% | $4,622+319.8% | $10,133+91.5% |