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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 | $63,904 | $77,449-17.5% | $69,483-8.0% | $152,909-58.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.85% | 39.09%-35.2pp | 28.99%-25.1pp | 345.46%-341.6pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,391 | $4,415+22.1% | $3,537+52.4% | $5,851-7.9% |
| Admin fee / account holder | $5,952 | $6,210-4.2% | $3,841+55.0% | $11,601-48.7% |