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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 | $43,184 | $121,677-64.5% | $104,625-58.7% | $158,966-72.8% |
| Participation rate | 94.4% | 77.5%+16.9pp | 74.1%+20.4pp | 82.0%+12.5pp |
| Annual return | 0.60% | 465.58%-465.0pp | 340.60%-340.0pp | 302.95%-302.4pp |
| Employer contribution / active EE | $4,333 | $3,165+36.9% | $2,681+61.6% | $4,762-9.0% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,295 | $7,777-31.9% | $6,465-18.1% | $11,250-52.9% |