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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 | $63,652 | $69,274-8.1% | $64,097-0.7% | $139,487-54.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.36% | 46.00%-37.6pp | 33.75%-25.4pp | 373.84%-365.5pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,964 | $4,685+27.3% | $3,881+53.7% | $6,713-11.1% |
| Admin fee / account holder | $2,074 | $4,247-51.2% | $3,070-32.4% | $11,407-81.8% |