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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 | $58,286 | $165,381-64.8% | $149,730-61.1% | $158,966-63.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 3.22% | 348.29%-345.1pp | 276.70%-273.5pp | 302.95%-299.7pp |
| Employer contribution / active EE | $17,475 | $5,104+242.4% | $4,645+276.2% | $4,762+266.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,800 | $10,809-9.3% | $9,310+5.3% | $11,250-12.9% |