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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 | $65,682 | $112,121-41.4% | $95,960-31.6% | $158,966-58.7% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 2.07% | 171.16%-169.1pp | 91.63%-89.6pp | 302.95%-300.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,655 | $4,784-44.5% | $4,167-36.3% | $5,983-55.6% |
| Admin fee / account holder | $2,305 | $10,135-77.3% | $6,797-66.1% | $11,250-79.5% |