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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 | $61,374 | $100,938-39.2% | $90,461-32.2% | $158,982-61.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 1.92% | 1727.20%-1725.3pp | 1294.76%-1292.8pp | 302.99%-301.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,790 | $4,350-12.9% | $3,964-4.4% | $5,983-36.7% |
| Admin fee / account holder | $548 | $6,510-91.6% | $5,617-90.2% | $11,252-95.1% |