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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 | $16,683 | $88,710-81.2% | $81,783-79.6% | $145,959-88.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 5.38% | 1027.26%-1021.9pp | 775.05%-769.7pp | 561.95%-556.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,771 | $4,645-61.9% | $4,320-59.0% | $6,689-73.5% |
| Admin fee / account holder | $4,755 | $8,407-43.4% | $7,380-35.6% | $13,398-64.5% |