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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 | $59,995 | $108,911-44.9% | $100,392-40.2% | $145,884-58.9% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 8.73% | 58.23%-49.5pp | 49.45%-40.7pp | 551.85%-543.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,808 | $8,459-43.2% | $8,090-40.6% | $6,690-28.1% |
| Admin fee / account holder | $42,059 | $9,698+333.7% | $7,904+432.1% | $13,392+214.1% |