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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 | $83,690 | $95,406-12.3% | $185,849-55.0% | $85,847-2.5% |
| Participation rate | 71.4% | 68.8%+2.7pp | 81.7%-10.3pp | 69.3%+2.1pp |
| Annual return | 6.75% | 23.59%-16.8pp | 122.10%-115.3pp | 318.61%-311.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $573 | $7,214-92.1% | $16,244-96.5% | $6,261-90.9% |