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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 | $34,191 | $72,071-52.6% | $68,368-50.0% | $137,256-75.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 4.01% | 353.14%-349.1pp | 292.57%-288.6pp | 220.34%-216.3pp |
| Employer contribution / active EE | $4,157 | $2,788+49.1% | $2,649+56.9% | $4,1560% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $581 | $5,336-89.1% | $5,150-88.7% | $12,270-95.3% |