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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 | $36,739 | $72,446-49.3% | $67,561-45.6% | $145,877-74.8% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 8.27% | 7211.98%-7203.7pp | 3525.44%-3517.2pp | 551.28%-543.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,650 | $4,785-2.8% | $4,003+16.2% | $6,691-30.5% |
| Admin fee / account holder | $26,966 | $5,541+386.7% | $4,006+573.2% | $13,402+101.2% |