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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 | $70,953 | $156,616-54.7% | $133,346-46.8% | $198,609-64.3% |
| Participation rate | 94.4% | 77.7%+16.7pp | 72.8%+21.6pp | 82.4%+12.1pp |
| Annual return | 0.81% | 44.25%-43.4pp | 36.85%-36.0pp | 202.70%-201.9pp |
| Employer contribution / active EE | $2,778 | $3,368-17.5% | $2,853-2.7% | $5,055-45.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,891 | $17,468-72.0% | $14,264-65.7% | $19,030-74.3% |