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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 | $108,194 | $102,393+5.7% | $147,041-26.4% | $80,911+33.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.15% | 134.95%-123.8pp | 419.21%-408.1pp | 35.63%-24.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,327 | $6,647+70.4% | $8,071+40.3% | $4,297+163.6% |
| Admin fee / account holder | $868 | $7,943-89.1% | $13,006-93.3% | $6,935-87.5% |