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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 | $15,636 | $180,749-91.3% | $160,784-90.3% | $137,256-88.6% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 4.63% | 2234.46%-2229.8pp | 1803.92%-1799.3pp | 220.34%-215.7pp |
| Employer contribution / active EE | $3,000 | $4,155-27.8% | $3,733-19.6% | $4,156-27.8% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,728 | $10,397-83.4% | $9,717-82.2% | $12,270-85.9% |