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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 | $22,547 | $106,008-78.7% | $92,240-75.6% | $147,586-84.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 7.87% | 50.05%-42.2pp | 176.29%-168.4pp | 578.59%-570.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,511 | $4,478-43.9% | $3,897-35.6% | $5,439-53.8% |
| Admin fee / account holder | $3,036 | $6,333-52.1% | $5,194-41.6% | $10,886-72.1% |