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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 | $95,084 | $107,368-11.4% | $92,915+2.3% | $152,909-37.8% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 0.44% | 145.64%-145.2pp | 109.45%-109.0pp | 345.46%-345.0pp |
| Employer contribution / active EE | $1,640 | $4,222-61.2% | $3,653-55.1% | $4,764-65.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,560 | $7,082-35.6% | $5,796-21.3% | $11,601-60.7% |