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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 | $23,911 | $77,157-69.0% | $108,405-77.9% | $85,851-72.1% |
| Participation rate | 84.1% | 74.7%+9.4pp | 80.1%+4.0pp | 69.3%+14.8pp |
| Annual return | 10.38% | 44.55%-34.2pp | 905.55%-895.2pp | 318.63%-308.3pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,678 | $5,567-51.9% | $6,563-59.2% | $3,952-32.2% |
| Admin fee / account holder | $3,731 | $5,174-27.9% | $7,297-48.9% | $6,261-40.4% |