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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 | $39,676 | $81,664-51.4% | $70,476-43.7% | $158,966-75.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.21% | 208.59%-204.4pp | 109.12%-104.9pp | 302.95%-298.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,623 | $4,556+45.4% | $3,710+78.5% | $5,983+10.7% |
| Admin fee / account holder | $2,811 | $6,197-54.6% | $3,847-26.9% | $11,250-75.0% |