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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 | $60,196 | $85,766-29.8% | $136,298-55.8% | $70,126-14.2% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | -0.02% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.2pp |
| Employer contribution / active EE | $14,595 | $2,966+392.1% | $4,696+210.8% | $2,343+523.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,342 | $5,421-19.9% | $9,244-53.0% | $4,645-6.5% |