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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 | $171,018 | $72,071+137.3% | $68,368+150.1% | $137,256+24.6% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.0%-6.6pp |
| Annual return | 5.73% | 353.14%-347.4pp | 292.57%-286.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,283 | $4,410-48.2% | $4,123-44.6% | $6,407-64.4% |
| Admin fee / account holder | $75,201 | $5,336+1309.4% | $5,150+1360.3% | $12,270+512.9% |