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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 | $65,961-32.0% | $180,320-75.1% | $94,015-52.3% |
| Participation rate | 75.9% | 61.3%+14.6pp | 71.5%+4.3pp | 70.8%+5.0pp |
| Annual return | 9.38% | 14.27%-4.9pp | 778.54%-769.2pp | 17.84%-8.5pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,410 | $3,003+46.9% | $4,304+2.5% | $4,249+3.8% |
| Admin fee / account holder | $792 | $4,901-83.8% | $10,000-92.1% | $8,951-91.2% |