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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 | $91,206 | $106,005-14.0% | $92,239-1.1% | $147,585-38.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 3.88% | 50.05%-46.2pp | 176.29%-172.4pp | 578.58%-574.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,889 | $4,478-57.8% | $3,897-51.5% | $5,439-65.3% |
| Admin fee / account holder | $2,949 | $6,333-53.4% | $5,194-43.2% | $10,886-72.9% |