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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 | $100,970-60.4% | $96,576-58.6% | $137,256-70.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | -1.62% | 38.16%-39.8pp | 38.47%-40.1pp | 220.34%-222.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,605 | $8,286-44.4% | $7,956-42.1% | $6,407-28.1% |
| Admin fee / account holder | $8,095 | $11,312-28.4% | $11,381-28.9% | $12,270-34.0% |