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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 | $115,780-47.2% | $101,255-39.7% | $158,931-61.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 3.10% | 56.14%-53.0pp | 46.48%-43.4pp | 302.86%-299.8pp |
| Employer contribution / active EE | $2,250 | $4,175-46.1% | $3,660-38.5% | $4,761-52.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $519 | $7,246-92.8% | $5,946-91.3% | $11,247-95.4% |