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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 | $33,076 | $103,008-67.9% | $90,304-63.4% | $152,897-78.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 1.52% | 95.22%-93.7pp | 78.13%-76.6pp | 345.43%-343.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,339 | $4,281-22.0% | $3,885-14.0% | $5,851-42.9% |
| Admin fee / account holder | $1,005 | $6,175-83.7% | $5,354-81.2% | $11,599-91.3% |