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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 | $76,297 | $152,619-50.0% | $125,195-39.1% | $152,909-50.1% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 1.47% | 54.85%-53.4pp | 43.79%-42.3pp | 345.46%-344.0pp |
| Employer contribution / active EE | $1,429 | $4,947-71.1% | $3,866-63.0% | $4,764-70.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,911 | $13,437-33.7% | $9,704-8.2% | $11,601-23.2% |