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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 | $57,302 | $101,618-43.6% | $93,063-38.4% | $137,256-58.3% |
| Participation rate | 70.0% | 74.9%-4.9pp | 72.1%-2.1pp | 80.0%-10.0pp |
| Annual return | 4.10% | 223.95%-219.8pp | 34.15%-30.1pp | 220.34%-216.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,620 | $4,279-38.8% | $3,958-33.8% | $6,407-59.1% |
| Admin fee / account holder | $41,084 | $6,198+562.8% | $6,033+581.0% | $12,270+234.8% |