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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 | $45,243 | $160,028-71.7% | $147,080-69.2% | $145,884-69.0% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 8.66% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,825 | $8,422-19.0% | $8,066-15.4% | $6,690+2.0% |
| Admin fee / account holder | $7,372 | $15,030-50.9% | $12,989-43.2% | $13,392-44.9% |