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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 | $70,497 | $98,776-28.6% | $149,745-52.9% | $79,856-11.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.91% | 27.38%-23.5pp | 276.72%-272.8pp | 31.71%-27.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $17,452 | $5,681+207.2% | $6,843+155.0% | $3,741+366.6% |
| Admin fee / account holder | $3,590 | $6,053-40.7% | $9,312-61.4% | $5,306-32.4% |