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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 | $20,390 | $114,013-82.1% | $103,693-80.3% | $155,188-86.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 3.91% | 49.31%-45.4pp | 47.61%-43.7pp | 148.84%-144.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,250 | $4,970+227.0% | $4,579+254.9% | $6,531+148.8% |
| Admin fee / account holder | $136,951 | $8,407+1529.0% | $7,858+1642.8% | $14,480+845.8% |