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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 | $88,815-81.2% | $81,882-79.6% | $145,897-88.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 5.38% | 1033.75%-1028.4pp | 779.47%-774.1pp | 552.29%-546.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,771 | $4,647-61.9% | $4,323-59.0% | $6,689-73.5% |
| Admin fee / account holder | $4,755 | $8,434-43.6% | $7,360-35.4% | $13,390-64.5% |