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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 | $22,365 | $185,312-87.9% | $161,489-86.2% | $154,746-85.5% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.7%+15.4pp | 80.7%+13.4pp |
| Annual return | 3.11% | 103.84%-100.7pp | 89.72%-86.6pp | 172.34%-169.2pp |
| Employer contribution / active EE | $1,888 | $4,769-60.4% | $4,268-55.8% | $4,379-56.9% |
| Participant deferral / active EE | $2,313 | $6,350-63.6% | $5,630-58.9% | $6,730-65.6% |
| Admin fee / account holder | $260,889 | $18,654+1298.5% | $16,006+1530.0% | $14,365+1716.1% |