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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 | $43,474 | $135,956-68.0% | $123,894-64.9% | $273,972-84.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 1.32% | 56.63%-55.3pp | 47.52%-46.2pp | 41.46%-40.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,874 | $6,343-54.7% | $5,984-52.0% | $5,287-45.6% |
| Admin fee / account holder | $432 | $9,817-95.6% | $8,357-94.8% | $10,133-95.7% |