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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 | $51,932 | $81,696-36.4% | $70,494-26.3% | $158,982-67.3% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 3.45% | 208.70%-205.3pp | 109.16%-105.7pp | 302.99%-299.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,483 | $4,558-45.5% | $3,711-33.1% | $5,983-58.5% |
| Admin fee / account holder | $39,528 | $6,200+537.6% | $3,848+927.3% | $11,252+251.3% |