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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 | $110,337-56.1% | $102,383-52.7% | $145,877-66.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 5.30% | 24.83%-19.5pp | 24.94%-19.6pp | 551.28%-546.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,995 | $5,621+42.2% | $5,060+58.0% | $6,691+19.5% |
| Admin fee / account holder | $222,162 | $9,750+2178.7% | $8,391+2547.5% | $13,402+1557.7% |