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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 | $55,010 | $107,368-48.8% | $92,915-40.8% | $152,909-64.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.76% | 145.64%-139.9pp | 109.45%-103.7pp | 345.46%-339.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,173 | $4,848-55.2% | $4,238-48.7% | $5,851-62.9% |
| Admin fee / account holder | $721 | $7,082-89.8% | $5,796-87.6% | $11,601-93.8% |