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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 | $105,360 | $154,159-31.7% | $130,026-19.0% | $139,456-24.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.33% | 32.50%-27.2pp | -137.26%+142.6pp | 373.45%-368.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,680 | $6,710-30.2% | $5,821-19.6% | $6,711-30.3% |
| Admin fee / account holder | $28,494 | $14,001+103.5% | $10,608+168.6% | $11,407+149.8% |