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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 | $61,357 | $77,908-21.2% | $149,696-59.0% | $75,173-18.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.98% | 31.73%-21.7pp | 134.46%-124.5pp | 160.72%-150.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,086 | $3,411+19.8% | $5,682-28.1% | $4,126-1.0% |
| Admin fee / account holder | $12,746 | $5,950+114.2% | $13,212-3.5% | $5,651+125.6% |