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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 | $31,644 | $84,708-62.6% | $75,714-58.2% | $167,536-81.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.8%-3.4pp | 82.1%-10.7pp |
| Annual return | 9.09% | 199.62%-190.5pp | 104.62%-95.5pp | 478.82%-469.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,714 | $4,577-62.5% | $3,820-55.1% | $6,342-73.0% |
| Admin fee / account holder | $1,353 | $5,358-74.7% | $3,619-62.6% | $12,315-89.0% |