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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 | $35,158 | $124,351-71.7% | $109,188-67.8% | $167,553-79.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 7.58% | 26.04%-18.5pp | 25.76%-18.2pp | 478.89%-471.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,893 | $5,257-25.9% | $4,654-16.3% | $6,343-38.6% |
| Admin fee / account holder | $3,873 | $7,975-51.4% | $6,755-42.7% | $12,316-68.6% |