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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 | $125,778-63.8% | $114,563-60.3% | $154,746-70.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 4.69% | 295.14%-290.4pp | 241.09%-236.4pp | 172.34%-167.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,527 | $4,445-65.7% | $4,142-63.1% | $6,730-77.3% |
| Admin fee / account holder | $6,831 | $8,190-16.6% | $7,623-10.4% | $14,365-52.4% |