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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 | $25,028 | $165,399-84.9% | $149,745-83.3% | $158,982-84.3% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 2.82% | 348.34%-345.5pp | 276.72%-273.9pp | 302.99%-300.2pp |
| Employer contribution / active EE | $1,895 | $5,105-62.9% | $4,646-59.2% | $4,763-60.2% |
| Participant deferral / active EE | $3,977 | $7,183-44.6% | $6,843-41.9% | $5,983-33.5% |
| Admin fee / account holder | $41,095 | $10,811+280.1% | $9,312+341.3% | $11,252+265.2% |