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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 | $73,850 | $115,796-36.2% | $101,264-27.1% | $158,950-53.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 4.47% | 56.15%-51.7pp | 46.48%-42.0pp | 302.91%-298.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,395 | $4,958-51.7% | $4,370-45.2% | $5,983-60.0% |
| Admin fee / account holder | $103,494 | $7,247+1328.1% | $5,947+1640.3% | $11,248+820.1% |