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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 | $28,998 | $169,356-82.9% | $129,406-77.6% | $145,897-80.1% |
| Participation rate | 93.8% | 76.5%+17.2pp | 69.6%+24.1pp | 80.3%+13.4pp |
| Annual return | -0.83% | 14418.62%-14419.4pp | 9468.18%-9469.0pp | 552.29%-553.1pp |
| Employer contribution / active EE | $2,363 | $5,542-57.4% | $4,155-43.1% | $4,663-49.3% |
| Participant deferral / active EE | $4,740 | $4,987-4.9% | $4,167+13.7% | $6,689-29.1% |
| Admin fee / account holder | $3,254 | $9,915-67.2% | $7,689-57.7% | $13,390-75.7% |