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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 | $21,037 | $96,419-78.2% | $80,648-73.9% | $139,487-84.9% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 3.61% | 1352.86%-1349.2pp | 937.21%-933.6pp | 373.84%-370.2pp |
| Employer contribution / active EE | $1,552 | $3,261-52.4% | $2,724-43.0% | $4,755-67.4% |
| Participant deferral / active EE | $1,941 | $5,225-62.9% | $4,443-56.3% | $6,713-71.1% |
| Admin fee / account holder | $631 | $6,605-90.4% | $5,382-88.3% | $11,407-94.5% |