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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 | $63,925 | $45,050+41.9% | $63,018+1.4% | $70,126-8.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.43% | 18.76%-9.3pp | 87.62%-78.2pp | 73.15%-63.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,307 | $2,466+74.7% | $3,330+29.3% | $3,332+29.3% |
| Admin fee / account holder | $1,879 | $2,834-33.7% | $3,601-47.8% | $4,645-59.6% |