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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 | $24,468 | $148,558-83.5% | $135,925-82.0% | $139,427-82.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 1.49% | 79.22%-77.7pp | 68.25%-66.8pp | 373.27%-371.8pp |
| Employer contribution / active EE | $2,586 | $5,244-50.7% | $4,857-46.8% | $4,752-45.6% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $345 | $12,401-97.2% | $10,764-96.8% | $11,404-97.0% |