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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 | $61,549 | $129,737-52.6% | $119,126-48.3% | $154,746-60.2% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 0.03% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $13,735 | $4,375+214.0% | $4,034+240.5% | $4,379+213.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,139 | $11,961-48.7% | $10,693-42.6% | $14,365-57.3% |