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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 | $68,962 | $115,796-40.4% | $101,264-31.9% | $158,950-56.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 3.49% | 56.15%-52.7pp | 46.48%-43.0pp | 302.91%-299.4pp |
| Employer contribution / active EE | $2,891 | $4,175-30.8% | $3,660-21.0% | $4,762-39.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,217 | $7,247-41.8% | $5,947-29.1% | $11,248-62.5% |