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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 | $30,116 | $226,135-86.7% | $182,558-83.5% | $152,909-80.3% |
| Participation rate | 95.8% | 82.5%+13.4pp | 78.0%+17.9pp | 82.5%+13.4pp |
| Annual return | 5.82% | 192.60%-186.8pp | 148.59%-142.8pp | 345.46%-339.6pp |
| Employer contribution / active EE | $1,408 | $4,979-71.7% | $4,076-65.5% | $4,764-70.4% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,340 | $10,707-68.8% | $8,594-61.1% | $11,601-71.2% |