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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 | $45,496 | $101,618-55.2% | $93,063-51.1% | $137,256-66.9% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 4.69% | 223.95%-219.3pp | 34.15%-29.5pp | 220.34%-215.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,527 | $4,279-64.3% | $3,958-61.4% | $6,407-76.2% |
| Admin fee / account holder | $6,831 | $6,198+10.2% | $6,033+13.2% | $12,270-44.3% |