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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 | $118,432 | $102,385+15.7% | $147,080-19.5% | $80,935+46.3% |
| Participation rate | 94.3% | 75.9%+18.5pp | 82.2%+12.2pp | 67.7%+26.7pp |
| Annual return | 4.22% | 135.09%-130.9pp | 420.17%-415.9pp | 35.66%-31.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $444 | $7,951-94.4% | $12,989-96.6% | $6,924-93.6% |