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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 | $38,482 | $87,733-56.1% | $106,555-63.9% | $85,847-55.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 4.43% | 21.86%-17.4pp | 26.80%-22.4pp | 318.61%-314.2pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,366 | $3,469-31.8% | $4,399-46.2% | $3,952-40.1% |
| Admin fee / account holder | $3,381 | $6,767-50.0% | $7,408-54.4% | $6,261-46.0% |