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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 | $47,268 | $228,352-79.3% | $185,827-74.6% | $158,950-70.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.39% | 40.81%-40.4pp | 35.96%-35.6pp | 302.91%-302.5pp |
| Employer contribution / active EE | $30,030 | $4,967+504.6% | $4,087+634.7% | $4,762+530.6% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $644,032 | $11,867+5327.3% | $9,502+6678.1% | $11,248+5625.6% |