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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 | $56,431-20.6% | $130,788-65.7% | $87,485-48.8% |
| Participation rate | 75.9% | 58.9%+16.9pp | 70.1%+5.8pp | 68.9%+6.9pp |
| Annual return | 9.38% | 91.27%-81.9pp | 386.44%-377.1pp | 26.06%-16.7pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,410 | $2,749+60.4% | $4,137+6.6% | $4,274+3.2% |
| Admin fee / account holder | $792 | $4,433-82.1% | $6,673-88.1% | $7,775-89.8% |