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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 | $27,271 | $100,938-73.0% | $90,461-69.9% | $158,982-82.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 1.32% | 1727.20%-1725.9pp | 1294.76%-1293.4pp | 302.99%-301.7pp |
| Employer contribution / active EE | $1,126 | $3,691-69.5% | $3,264-65.5% | $4,763-76.4% |
| Participant deferral / active EE | $2,799 | $4,350-35.6% | $3,964-29.4% | $5,983-53.2% |
| Admin fee / account holder | $2,942 | $6,510-54.8% | $5,617-47.6% | $11,252-73.9% |