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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 | $53,700 | $58,258-7.8% | $81,820-34.4% | $80,925-33.6% |
| Participation rate | 92.9% | 63.5%+29.4pp | 72.4%+20.5pp | 67.7%+25.2pp |
| Annual return | 7.26% | 41.76%-34.5pp | 777.93%-770.7pp | 35.65%-28.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $899 | $3,284-72.6% | $4,323-79.2% | $4,299-79.1% |
| Admin fee / account holder | $1,053 | $4,976-78.8% | $7,391-85.8% | $6,940-84.8% |