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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 | $57,302 | $102,938-44.3% | $94,105-39.1% | $138,895-58.7% |
| Participation rate | 70.0% | 74.6%-4.6pp | 71.9%-1.9pp | 79.9%-9.9pp |
| Annual return | 4.10% | 250.28%-246.2pp | 204.55%-200.5pp | 145.39%-141.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,620 | $4,196-37.6% | $3,881-32.5% | $6,396-59.0% |
| Admin fee / account holder | $41,084 | $6,600+522.5% | $6,199+562.7% | $12,562+227.0% |