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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 | $32,629 | $114,013-71.4% | $103,693-68.5% | $155,188-79.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 1.92% | 49.31%-47.4pp | 47.61%-45.7pp | 148.84%-146.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,083 | $4,970-38.0% | $4,579-32.7% | $6,531-52.8% |
| Admin fee / account holder | $521 | $8,407-93.8% | $7,858-93.4% | $14,480-96.4% |