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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 | $56,523 | $90,486-37.5% | $78,676-28.2% | $273,972-79.4% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 0.62% | 75.62%-75.0pp | 62.19%-61.6pp | 41.46%-40.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,407 | $3,901-38.3% | $3,517-31.5% | $5,287-54.5% |
| Admin fee / account holder | $620 | $5,263-88.2% | $4,510-86.3% | $10,133-93.9% |