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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 | $169,161-82.9% | $129,295-77.6% | $145,959-80.1% |
| Participation rate | 93.8% | 76.5%+17.3pp | 69.6%+24.1pp | 80.3%+13.5pp |
| Annual return | -0.83% | 14348.07%-14348.9pp | 9429.28%-9430.1pp | 561.95%-562.8pp |
| Employer contribution / active EE | $2,363 | $5,543-57.4% | $4,157-43.2% | $4,661-49.3% |
| Participant deferral / active EE | $4,740 | $4,989-5.0% | $4,169+13.7% | $6,689-29.1% |
| Admin fee / account holder | $3,254 | $9,878-67.1% | $7,665-57.5% | $13,398-75.7% |