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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 | $111,437 | $232,540-52.1% | $185,117-39.8% | $147,586-24.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 3.93% | 43.03%-39.1pp | 40.50%-36.6pp | 578.59%-574.7pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,946 | $5,834+190.5% | $5,045+235.9% | $5,439+211.6% |
| Admin fee / account holder | $4,599 | $10,275-55.2% | $8,159-43.6% | $10,886-57.8% |