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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 | $38,252 | $127,387-70.0% | $115,038-66.7% | $125,389-69.5% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -7.68% | 31.28%-39.0pp | 26.14%-33.8pp | 282.24%-289.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,633 | $6,423-43.4% | $6,026-39.7% | $5,352-32.1% |
| Admin fee / account holder | $738 | $9,516-92.2% | $8,175-91.0% | $9,541-92.3% |