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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 | $32,386 | $144,130-77.5% | $117,860-72.5% | $147,585-78.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 3.29% | 531.20%-527.9pp | 335.10%-331.8pp | 578.58%-575.3pp |
| Employer contribution / active EE | $1,752 | $4,897-64.2% | $3,786-53.7% | $4,876-64.1% |
| Participant deferral / active EE | $4,479 | $5,316-15.7% | $4,482-0.1% | $5,439-17.6% |
| Admin fee / account holder | $2,489 | $10,887-77.1% | $8,021-69.0% | $10,886-77.1% |