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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 | $36,739 | $72,403-49.3% | $67,524-45.6% | $145,978-74.8% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 8.27% | 7197.23%-7189.0pp | 3519.41%-3511.1pp | 550.52%-542.3pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,650 | $4,782-2.8% | $4,001+16.2% | $6,690-30.5% |
| Admin fee / account holder | $26,966 | $5,541+386.7% | $4,001+574.0% | $13,400+101.2% |