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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 | $43,603 | $209,336-79.2% | $197,124-77.9% | $137,256-68.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 1.40% | 48.09%-46.7pp | 44.34%-42.9pp | 220.34%-218.9pp |
| Employer contribution / active EE | $2,043 | $6,591-69.0% | $6,227-67.2% | $4,156-50.9% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,959 | $17,308-25.1% | $16,298-20.5% | $12,270+5.6% |