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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 | $28,664 | $102,696-72.1% | $86,235-66.8% | $139,487-79.5% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.0%+1.0pp | 80.3%-10.3pp |
| Annual return | 7.02% | 1925.91%-1918.9pp | 1170.03%-1163.0pp | 373.84%-366.8pp |
| Employer contribution / active EE | $9,341 | $3,034+207.9% | $2,381+292.3% | $4,755+96.5% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,084 | $8,667-87.5% | $6,856-84.2% | $11,407-90.5% |