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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 | $38,398 | $106,008-63.8% | $92,240-58.4% | $147,586-74.0% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 1.76% | 50.05%-48.3pp | 176.29%-174.5pp | 578.59%-576.8pp |
| Employer contribution / active EE | $13,265 | $4,333+206.1% | $3,680+260.5% | $4,876+172.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,478 | $6,333-76.7% | $5,194-71.5% | $10,886-86.4% |