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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 | $50,141 | $45,041+11.3% | $63,003-20.4% | $70,131-28.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.97% | 18.76%-7.8pp | 87.59%-76.6pp | 73.14%-62.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,136 | $2,465+148.9% | $3,329+84.3% | $3,332+84.2% |
| Admin fee / account holder | $1,017 | $2,836-64.1% | $3,600-71.8% | $4,645-78.1% |