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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 | $20,450 | $109,344-81.3% | $89,400-77.1% | $158,950-87.1% |
| Participation rate | 78.3% | 74.3%+4.0pp | 68.0%+10.3pp | 82.0%-3.7pp |
| Annual return | 4.73% | 345.73%-341.0pp | 245.64%-240.9pp | 302.91%-298.2pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,427 | $4,599-47.2% | $3,890-37.6% | $5,983-59.4% |
| Admin fee / account holder | $1,845 | $6,154-70.0% | $4,882-62.2% | $11,248-83.6% |