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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 | $20,639 | $174,379-88.2% | $152,093-86.4% | $138,895-85.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | -1.64% | 74.86%-76.5pp | 66.36%-68.0pp | 145.39%-147.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,933 | $6,159+28.8% | $5,451+45.5% | $6,396+24.0% |
| Admin fee / account holder | $2,448 | $16,880-85.5% | $14,497-83.1% | $12,562-80.5% |