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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 | $45,937 | $77,157-40.5% | $108,405-57.6% | $85,847-46.5% |
| Participation rate | 71.8% | 74.7%-2.9pp | 80.1%-8.3pp | 69.3%+2.5pp |
| Annual return | 12.79% | 44.55%-31.8pp | 905.55%-892.8pp | 318.61%-305.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,378 | $5,567-39.3% | $6,563-48.5% | $3,952-14.5% |
| Admin fee / account holder | $8,912 | $5,174+72.3% | $7,297+22.1% | $6,261+42.3% |