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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 | $48,866 | $109,372-55.3% | $89,414-45.3% | $158,966-69.3% |
| Participation rate | 93.3% | 74.3%+19.1pp | 68.0%+25.3pp | 82.0%+11.4pp |
| Annual return | 3.65% | 345.55%-341.9pp | 245.50%-241.8pp | 302.95%-299.3pp |
| Employer contribution / active EE | $1,667 | $3,171-47.4% | $2,586-35.6% | $4,762-65.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $307 | $6,156-95.0% | $4,883-93.7% | $11,250-97.3% |