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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 | $54,900 | $77,157-28.8% | $108,405-49.4% | $85,851-36.1% |
| Participation rate | 73.1% | 74.7%-1.6pp | 80.1%-7.1pp | 69.3%+3.8pp |
| Annual return | 12.23% | 44.55%-32.3pp | 905.55%-893.3pp | 318.63%-306.4pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,686 | $5,567+2.1% | $6,563-13.4% | $3,952+43.9% |
| Admin fee / account holder | $2,212 | $5,174-57.2% | $7,297-69.7% | $6,261-64.7% |