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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 | $60,833 | $62,592-2.8% | $85,709-29.0% | $85,847-29.1% |
| Participation rate | 80.3% | 61.1%+19.1pp | 69.9%+10.4pp | 69.3%+10.9pp |
| Annual return | 9.57% | 23.77%-14.2pp | 21.49%-11.9pp | 318.61%-309.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,079 | $2,802+45.6% | $3,924+4.0% | $3,952+3.2% |
| Admin fee / account holder | $511 | $4,643-89.0% | $6,876-92.6% | $6,261-91.8% |