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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 | $38,086 | $49,199-22.6% | $121,204-68.6% | $75,173-49.3% |
| Participation rate | 80.8% | 55.4%+25.3pp | 69.5%+11.2pp | 67.2%+13.6pp |
| Annual return | 11.11% | 56.04%-44.9pp | 987.18%-976.1pp | 160.72%-149.6pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,269 | $2,630+24.3% | $4,083-19.9% | $4,126-20.8% |
| Admin fee / account holder | $974 | $3,946-75.3% | $5,651-82.8% | $5,651-82.8% |