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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 | $93,660 | $63,346+47.9% | $92,240+1.5% | $70,126+33.6% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 1.64% | 530.19%-528.6pp | 176.29%-174.7pp | 73.15%-71.5pp |
| Employer contribution / active EE | $1,327 | $2,471-46.3% | $3,680-63.9% | $2,343-43.3% |
| Participant deferral / active EE | $2,180 | $2,854-23.6% | $3,897-44.1% | $3,332-34.6% |
| Admin fee / account holder | $1,472 | $3,841-61.7% | $5,194-71.7% | $4,645-68.3% |