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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 | $44,762 | $105,160-57.4% | $94,679-52.7% | $139,456-67.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.21% | 38.04%-25.8pp | 156.75%-144.5pp | 373.45%-361.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,892 | $7,599-35.6% | $7,417-34.1% | $6,711-27.1% |
| Admin fee / account holder | $1,316 | $8,988-85.4% | $7,233-81.8% | $11,407-88.5% |