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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 | $42,981 | $87,733-51.0% | $106,555-59.7% | $85,847-49.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 9.18% | 21.86%-12.7pp | 26.80%-17.6pp | 318.61%-309.4pp |
| Employer contribution / active EE | $1,207 | $2,073-41.8% | $2,819-57.2% | $2,565-53.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,785 | $6,767-44.1% | $7,408-48.9% | $6,261-39.5% |