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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 | $47,249 | $115,814-59.2% | $101,275-53.3% | $158,982-70.3% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 0.39% | 56.16%-55.8pp | 46.48%-46.1pp | 302.99%-302.6pp |
| Employer contribution / active EE | $4,234 | $4,176+1.4% | $3,660+15.7% | $4,763-11.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $72,941 | $7,249+906.3% | $5,948+1126.3% | $11,252+548.3% |