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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 | $39,975 | $162,136-75.3% | $152,301-73.8% | $154,746-74.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | -1.47% | 91.02%-92.5pp | 80.50%-82.0pp | 172.34%-173.8pp |
| Employer contribution / active EE | $1,590 | $4,890-67.5% | $4,624-65.6% | $4,379-63.7% |
| Participant deferral / active EE | $3,847 | $8,341-53.9% | $8,004-51.9% | $6,730-42.8% |
| Admin fee / account holder | $7,104 | $15,759-54.9% | $14,398-50.7% | $14,365-50.5% |