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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 | $61,091 | $115,814-47.3% | $101,275-39.7% | $158,982-61.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 3.10% | 56.16%-53.1pp | 46.48%-43.4pp | 302.99%-299.9pp |
| Employer contribution / active EE | $2,250 | $4,176-46.1% | $3,660-38.5% | $4,763-52.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $519 | $7,249-92.8% | $5,948-91.3% | $11,252-95.4% |