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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 | $34,400 | $106,267-67.6% | $96,520-64.4% | $139,456-75.3% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 9.62% | 38.45%-28.8pp | 35.72%-26.1pp | 373.45%-363.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,452 | $5,454-0.1% | $4,879+11.7% | $6,711-18.8% |
| Admin fee / account holder | $528 | $7,882-93.3% | $6,733-92.2% | $11,407-95.4% |