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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 | $16,999 | $183,539-90.7% | $155,556-89.1% | $145,897-88.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 4.92% | 61.31%-56.4pp | 64.84%-59.9pp | 552.29%-547.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,933 | $6,467-70.1% | $5,631-65.7% | $6,689-71.1% |
| Admin fee / account holder | $5,608 | $19,275-70.9% | $15,885-64.7% | $13,390-58.1% |