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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 | $47,656 | $58,241-18.2% | $81,780-41.7% | $80,911-41.1% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.4%+21.0pp | 67.6%+25.7pp |
| Annual return | 0.97% | 41.73%-40.8pp | 776.27%-775.3pp | 35.63%-34.7pp |
| Employer contribution / active EE | $4,403 | $2,343+87.9% | $2,914+51.1% | $2,756+59.8% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,226 | $4,973-55.2% | $7,384-69.9% | $6,935-67.9% |