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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 | $44,101 | $104,953-58.0% | $84,637-47.9% | $152,909-71.2% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | 2.68% | 373.94%-371.3pp | 258.82%-256.1pp | 345.46%-342.8pp |
| Employer contribution / active EE | $2,147 | $3,304-35.0% | $2,653-19.1% | $4,764-54.9% |
| Participant deferral / active EE | $3,605 | $4,691-23.1% | $3,900-7.6% | $5,851-38.4% |
| Admin fee / account holder | $5,700 | $6,244-8.7% | $4,914+16.0% | $11,601-50.9% |