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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 | $47,453 | $72,465-34.5% | $67,575-29.8% | $145,884-67.5% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 7.41% | 7222.56%-7215.1pp | 3528.98%-3521.6pp | 551.85%-544.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,399 | $4,786-70.8% | $4,003-65.0% | $6,690-79.1% |
| Admin fee / account holder | $2,218 | $5,515-59.8% | $3,993-44.4% | $13,392-83.4% |