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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 | $36,164 | $127,387-71.6% | $115,038-68.6% | $125,389-71.2% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -9.35% | 31.28%-40.6pp | 26.14%-35.5pp | 282.24%-291.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,283 | $6,423-48.9% | $6,026-45.5% | $5,352-38.7% |
| Admin fee / account holder | $2,458 | $9,516-74.2% | $8,175-69.9% | $9,541-74.2% |