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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 | $48,461 | $110,379-56.1% | $102,412-52.7% | $145,884-66.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 5.30% | 24.84%-19.5pp | 24.94%-19.6pp | 551.85%-546.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,995 | $5,622+42.2% | $5,060+58.0% | $6,690+19.5% |
| Admin fee / account holder | $222,162 | $9,745+2179.8% | $8,388+2548.7% | $13,392+1558.9% |