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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 | $21,677 | $174,379-87.6% | $152,093-85.7% | $138,895-84.4% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 2.05% | 74.86%-72.8pp | 66.36%-64.3pp | 145.39%-143.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,857 | $6,159+43.8% | $5,451+62.5% | $6,396+38.5% |
| Admin fee / account holder | $416,974 | $16,880+2370.2% | $14,497+2776.4% | $12,562+3219.3% |