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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 | $23,475 | $81,696-71.3% | $70,494-66.7% | $158,982-85.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.48% | 208.70%-206.2pp | 109.16%-106.7pp | 302.99%-300.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,205 | $4,558-73.6% | $3,711-67.5% | $5,983-79.9% |
| Admin fee / account holder | $13,009 | $6,200+109.8% | $3,848+238.1% | $11,252+15.6% |