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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 | $53,936 | $102,595-47.4% | $94,057-42.7% | $154,746-65.1% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 80.7%+3.9pp |
| Annual return | 6.83% | 583.42%-576.6pp | 480.62%-473.8pp | 172.34%-165.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,346 | $5,118-54.2% | $4,709-50.2% | $6,730-65.1% |
| Admin fee / account holder | $4,475 | $7,736-42.2% | $7,244-38.2% | $14,365-68.9% |