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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 | $20,813 | $103,008-79.8% | $90,304-77.0% | $152,897-86.4% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.5%+5.8pp |
| Annual return | 6.88% | 95.22%-88.3pp | 78.13%-71.3pp | 345.43%-338.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,497 | $4,281-65.0% | $3,885-61.5% | $5,851-74.4% |
| Admin fee / account holder | $1,347 | $6,175-78.2% | $5,354-74.8% | $11,599-88.4% |