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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 | $42,567 | $103,008-58.7% | $90,304-52.9% | $152,897-72.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 0.77% | 95.22%-94.5pp | 78.13%-77.4pp | 345.43%-344.7pp |
| Employer contribution / active EE | $5,208 | $3,139+65.9% | $2,855+82.4% | $4,764+9.3% |
| Participant deferral / active EE | $6,783 | $4,281+58.4% | $3,885+74.6% | $5,851+15.9% |
| Admin fee / account holder | $361 | $6,175-94.2% | $5,354-93.3% | $11,599-96.9% |