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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 | $33,030 | $152,619-78.4% | $125,195-73.6% | $152,909-78.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.94% | 54.85%-53.9pp | 43.79%-42.9pp | 345.46%-344.5pp |
| Employer contribution / active EE | $4,647 | $4,947-6.1% | $3,866+20.2% | $4,764-2.4% |
| Participant deferral / active EE | $9,117 | $5,869+55.3% | $4,937+84.6% | $5,851+55.8% |
| Admin fee / account holder | $359,542 | $13,437+2575.7% | $9,704+3605.0% | $11,601+2999.3% |