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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 | $102,595-66.7% | $94,057-63.6% | $154,746-77.9% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 4.01% | 583.42%-579.4pp | 480.62%-476.6pp | 172.34%-168.3pp |
| Employer contribution / active EE | $4,157 | $3,147+32.1% | $2,933+41.7% | $4,379-5.1% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $581 | $7,736-92.5% | $7,244-92.0% | $14,365-96.0% |