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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 | $99,106 | $211,105-53.1% | $178,449-44.5% | $145,978-32.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.81% | 30.19%-27.4pp | 27.09%-24.3pp | 550.52%-547.7pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $23,000 | $6,959+230.5% | $6,277+266.4% | $6,690+243.8% |
| Admin fee / account holder | $5,270 | $12,017-56.1% | $10,362-49.1% | $13,400-60.7% |