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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 | $85,321 | $118,877-28.2% | $96,570-11.6% | $167,536-49.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.75% | 50.50%-49.7pp | 37.79%-37.0pp | 478.82%-478.1pp |
| Employer contribution / active EE | $4,447 | $3,121+42.5% | $2,357+88.7% | $4,839-8.1% |
| Participant deferral / active EE | $2,545 | $4,617-44.9% | $3,849-33.9% | $6,342-59.9% |
| Admin fee / account holder | $133,358 | $8,069+1552.7% | $6,182+2057.1% | $12,315+982.9% |