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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 | $45,041+41.9% | $63,003+1.5% | $70,131-8.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.43% | 18.76%-9.3pp | 87.59%-78.2pp | 73.14%-63.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,307 | $2,465+74.7% | $3,329+29.4% | $3,332+29.3% |
| Admin fee / account holder | $1,879 | $2,836-33.7% | $3,600-47.8% | $4,645-59.6% |