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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 | $58,507 | $103,387-43.4% | $87,102-32.8% | $152,885-61.7% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.9%+5.5pp | 82.5%-0.1pp |
| Annual return | 3.17% | 28.10%-24.9pp | 28.19%-25.0pp | 345.39%-342.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,298 | $4,778-51.9% | $4,048-43.2% | $5,851-60.7% |
| Admin fee / account holder | $5,191 | $12,193-57.4% | $7,491-30.7% | $11,598-55.2% |