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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 | $39,097 | $77,416-49.5% | $69,464-43.7% | $152,897-74.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.25% | 39.08%-33.8pp | 28.98%-23.7pp | 345.43%-340.2pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,314 | $4,413-47.6% | $3,536-34.6% | $5,851-60.5% |
| Admin fee / account holder | $1,440 | $6,208-76.8% | $3,840-62.5% | $11,599-87.6% |