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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 | $51,422 | $106,280-51.6% | $96,538-46.7% | $139,487-63.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 3.53% | 38.48%-35.0pp | 35.74%-32.2pp | 373.84%-370.3pp |
| Employer contribution / active EE | $1,740 | $4,107-57.6% | $3,740-53.5% | $4,755-63.4% |
| Participant deferral / active EE | $2,350 | $5,457-56.9% | $4,880-51.8% | $6,713-65.0% |
| Admin fee / account holder | $139,570 | $7,888+1669.4% | $6,737+1971.6% | $11,407+1123.5% |