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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 | $70,568 | $176,786-60.1% | $146,643-51.9% | $167,536-57.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.00% | 24.04%-21.0pp | 22.75%-19.7pp | 478.82%-475.8pp |
| Employer contribution / active EE | $3,488 | $5,161-32.4% | $4,137-15.7% | $4,839-27.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $698 | $13,262-94.7% | $10,280-93.2% | $12,315-94.3% |