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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 | $81,632-36.4% | $70,455-26.3% | $158,931-67.3% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 3.45% | 208.48%-205.0pp | 109.06%-105.6pp | 302.86%-299.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,483 | $4,554-45.5% | $3,709-33.1% | $5,982-58.5% |
| Admin fee / account holder | $39,528 | $6,193+538.3% | $3,845+928.0% | $11,247+251.5% |