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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 | $40,325 | $81,643-50.6% | $70,462-42.8% | $158,950-74.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.24% | 208.51%-204.3pp | 109.08%-104.8pp | 302.91%-298.7pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,927 | $4,555-57.7% | $3,710-48.1% | $5,983-67.8% |
| Admin fee / account holder | $5,081 | $6,194-18.0% | $3,845+32.1% | $11,248-54.8% |