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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 | $9,106 | $72,446-87.4% | $67,561-86.5% | $145,877-93.8% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.5pp | 80.3%-8.9pp |
| Annual return | 3.64% | 7211.98%-7208.3pp | 3525.44%-3521.8pp | 551.28%-547.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,871 | $4,785-40.0% | $4,003-28.3% | $6,691-57.1% |
| Admin fee / account holder | $42,002 | $5,541+658.0% | $4,006+948.6% | $13,402+213.4% |