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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 | $90,484 | $96,643-6.4% | $86,617+4.5% | $139,456-35.1% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 4.29% | 106.57%-102.3pp | 591.91%-587.6pp | 373.45%-369.2pp |
| Employer contribution / active EE | $2,143 | $3,264-34.4% | $3,023-29.1% | $4,753-54.9% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,199 | $6,406+12.4% | $5,613+28.3% | $11,407-36.9% |