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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 | $47,949 | $110,039-56.4% | $97,260-50.7% | $145,884-67.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 4.82% | 244.44%-239.6pp | 75.54%-70.7pp | 551.85%-547.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,151 | $4,674-54.0% | $4,262-49.5% | $6,690-67.8% |
| Admin fee / account holder | $7,060 | $6,204+13.8% | $5,640+25.2% | $13,392-47.3% |