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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 | $39,978 | $97,289-58.9% | $92,805-56.9% | $155,188-74.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | -1.62% | 29.03%-30.7pp | 31.59%-33.2pp | 148.84%-150.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,605 | $8,795-47.6% | $8,448-45.5% | $6,531-29.5% |
| Admin fee / account holder | $8,095 | $12,015-32.6% | $10,911-25.8% | $14,480-44.1% |