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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 | $85,874 | $99,652-13.8% | $78,778+9.0% | $147,586-41.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 1.89% | 47.28%-45.4pp | 35.62%-33.7pp | 578.59%-576.7pp |
| Employer contribution / active EE | $4,000 | $2,796+43.1% | $1,986+101.4% | $4,876-18.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $48,469 | $7,155+577.4% | $5,134+844.1% | $10,886+345.2% |