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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 | $72,396-87.4% | $67,511-86.5% | $145,959-93.8% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.5pp | 80.3%-8.9pp |
| Annual return | 3.64% | 7194.07%-7190.4pp | 3517.41%-3513.8pp | 561.95%-558.3pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,871 | $4,781-39.9% | $4,000-28.2% | $6,689-57.1% |
| Admin fee / account holder | $42,002 | $5,538+658.4% | $3,999+950.4% | $13,398+213.5% |