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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 | $71,575 | $95,383-25.0% | $185,837-61.5% | $85,856-16.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.93% | 23.59%-12.7pp | 122.08%-111.2pp | 318.58%-307.7pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,771 | $3,423+68.6% | $5,568+3.6% | $3,952+46.0% |
| Admin fee / account holder | $372 | $7,213-94.8% | $16,241-97.7% | $6,261-94.1% |