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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 | $112,678 | $103,000+9.4% | $90,300+24.8% | $152,885-26.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 0.06% | 95.19%-95.1pp | 78.11%-78.1pp | 345.39%-345.3pp |
| Employer contribution / active EE | $1,576 | $3,138-49.8% | $2,854-44.8% | $4,763-66.9% |
| Participant deferral / active EE | $1,725 | $4,281-59.7% | $3,884-55.6% | $5,851-70.5% |
| Admin fee / account holder | $928 | $6,173-85.0% | $5,353-82.7% | $11,598-92.0% |