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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 | $59,903 | $78,694-23.9% | $67,652-11.5% | $125,389-52.2% |
| Participation rate | 73.3% | 78.8%-5.5pp | 75.7%-2.3pp | 83.2%-9.9pp |
| Annual return | -3.44% | 9.46%-12.9pp | 6625.40%-6628.8pp | 282.24%-285.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,798 | $4,292-58.1% | $3,560-49.5% | $5,352-66.4% |
| Admin fee / account holder | $404 | $7,403-94.5% | $4,821-91.6% | $9,541-95.8% |