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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 | $37,538 | $103,393-63.7% | $87,103-56.9% | $152,909-75.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 8.11% | 28.10%-20.0pp | 28.19%-20.1pp | 345.46%-337.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,145 | $4,778-34.2% | $4,049-22.3% | $5,851-46.3% |
| Admin fee / account holder | $557 | $12,195-95.4% | $7,491-92.6% | $11,601-95.2% |