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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 | $57,511 | $90,486-36.4% | $78,676-26.9% | $273,972-79.0% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | -1.00% | 75.62%-76.6pp | 62.19%-63.2pp | 41.46%-42.5pp |
| Employer contribution / active EE | $2,676 | $3,175-15.7% | $2,850-6.1% | $4,869-45.0% |
| Participant deferral / active EE | $1,189 | $3,901-69.5% | $3,517-66.2% | $5,287-77.5% |
| Admin fee / account holder | $3,674 | $5,263-30.2% | $4,510-18.5% | $10,133-63.7% |