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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 | $223,823-80.5% | $211,142-79.3% | $154,746-71.8% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 1.40% | 50.39%-49.0pp | 46.84%-45.4pp | 172.34%-170.9pp |
| Employer contribution / active EE | $2,043 | $6,787-69.9% | $6,442-68.3% | $4,379-53.4% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,959 | $19,707-34.2% | $19,076-32.1% | $14,365-9.8% |