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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 | $37,918 | $58,391-35.1% | $76,667-50.5% | $72,976-48.0% |
| Participation rate | 84.1% | 67.4%+16.7pp | 72.1%+12.0pp | 69.5%+14.6pp |
| Annual return | 15.92% | 2306.65%-2290.7pp | 1166.74%-1150.8pp | 81.02%-65.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,243 | $2,690-53.8% | $3,336-62.7% | $3,608-65.5% |
| Admin fee / account holder | $1,327 | $4,014-66.9% | $6,423-79.3% | $5,124-74.1% |