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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 | $29,731 | $135,956-78.1% | $123,894-76.0% | $273,972-89.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.69% | 56.63%-53.9pp | 47.52%-44.8pp | 41.46%-38.8pp |
| Employer contribution / active EE | $2,948 | $5,170-43.0% | $4,617-36.2% | $4,869-39.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,035 | $9,817-89.5% | $8,357-87.6% | $10,133-89.8% |