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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 | $14,060 | $100,911-86.1% | $90,440-84.5% | $158,966-91.2% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.7%+12.3pp | 82.0%+3.0pp |
| Annual return | 3.42% | 1726.62%-1723.2pp | 1294.38%-1291.0pp | 302.95%-299.5pp |
| Employer contribution / active EE | $2,835 | $3,690-23.2% | $3,263-13.1% | $4,762-40.5% |
| Participant deferral / active EE | $3,211 | $4,348-26.2% | $3,964-19.0% | $5,983-46.3% |
| Admin fee / account holder | $1,851 | $6,507-71.6% | $5,615-67.0% | $11,250-83.5% |