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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 | $81,006 | $176,688-54.2% | $130,660-38.0% | $152,909-47.0% |
| Participation rate | 70.0% | 79.0%-9.0pp | 71.7%-1.7pp | 82.5%-12.5pp |
| Annual return | 3.27% | 2693.08%-2689.8pp | 1709.29%-1706.0pp | 345.46%-342.2pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,697 | $4,362-61.1% | $3,603-52.9% | $5,851-71.0% |
| Admin fee / account holder | $1,500 | $7,131-79.0% | $5,463-72.5% | $11,601-87.1% |