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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 | $52,420 | $103,038-49.1% | $90,324-42.0% | $152,909-65.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.96% | 95.25%-85.3pp | 78.15%-68.2pp | 345.46%-335.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,512 | $4,282-18.0% | $3,885-9.6% | $5,851-40.0% |
| Admin fee / account holder | $2,085 | $6,177-66.3% | $5,356-61.1% | $11,601-82.0% |