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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 | $20,711 | $148,582-86.1% | $135,942-84.8% | $139,456-85.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.71% | 79.26%-75.5pp | 68.28%-64.6pp | 373.45%-369.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,138 | $8,101-36.6% | $7,759-33.8% | $6,711-23.4% |
| Admin fee / account holder | $33,066 | $12,402+166.6% | $10,764+207.2% | $11,407+189.9% |