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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 | $109,908-56.4% | $97,161-50.7% | $145,978-67.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 4.82% | 243.80%-239.0pp | 75.36%-70.5pp | 550.52%-545.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,151 | $4,679-54.0% | $4,265-49.6% | $6,690-67.8% |
| Admin fee / account holder | $7,060 | $6,213+13.6% | $5,647+25.0% | $13,400-47.3% |