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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 | $169,361-82.9% | $129,397-77.6% | $145,877-80.1% |
| Participation rate | 93.8% | 76.5%+17.3pp | 69.6%+24.1pp | 80.3%+13.4pp |
| Annual return | -0.83% | 14395.54%-14396.4pp | 9453.98%-9454.8pp | 551.28%-552.1pp |
| Employer contribution / active EE | $2,363 | $5,542-57.4% | $4,154-43.1% | $4,663-49.3% |
| Participant deferral / active EE | $4,740 | $4,987-5.0% | $4,167+13.7% | $6,691-29.2% |
| Admin fee / account holder | $3,254 | $9,903-67.1% | $7,679-57.6% | $13,402-75.7% |