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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 | $44,509 | $102,393-56.5% | $147,041-69.7% | $80,911-45.0% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 11.44% | 134.95%-123.5pp | 419.21%-407.8pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,600 | $3,715-30.0% | $4,935-47.3% | $2,756-5.7% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $451 | $7,943-94.3% | $13,006-96.5% | $6,935-93.5% |