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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 | $44,825 | $52,353-14.4% | $120,225-62.7% | $82,448-45.6% |
| Participation rate | 75.9% | 58.3%+17.5pp | 69.6%+6.3pp | 68.1%+7.8pp |
| Annual return | 9.38% | 61.85%-52.5pp | 439.23%-429.8pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,410 | $2,627+67.9% | $3,999+10.3% | $4,139+6.6% |
| Admin fee / account holder | $792 | $4,363-81.8% | $5,696-86.1% | $7,234-89.1% |