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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 | $75,817 | $100,938-24.9% | $90,461-16.2% | $158,982-52.3% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 0.47% | 1727.20%-1726.7pp | 1294.76%-1294.3pp | 302.99%-302.5pp |
| Employer contribution / active EE | $2,625 | $3,691-28.9% | $3,264-19.6% | $4,763-44.9% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,467 | $6,510+183.7% | $5,617+228.8% | $11,252+64.1% |