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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 | $28,926 | $103,008-71.9% | $90,304-68.0% | $152,897-81.1% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 0.38% | 95.22%-94.8pp | 78.13%-77.8pp | 345.43%-345.0pp |
| Employer contribution / active EE | $2,806 | $3,139-10.6% | $2,855-1.7% | $4,764-41.1% |
| Participant deferral / active EE | $4,702 | $4,281+9.8% | $3,885+21.0% | $5,851-19.6% |
| Admin fee / account holder | $110,895 | $6,175+1696.0% | $5,354+1971.3% | $11,599+856.0% |