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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 | $47,422 | $110,410-57.0% | $102,437-53.7% | $145,897-67.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.72% | 24.85%-23.1pp | 24.95%-23.2pp | 552.29%-550.6pp |
| Employer contribution / active EE | $11,408 | $4,217+170.5% | $3,871+194.7% | $4,663+144.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $90,620 | $9,745+829.9% | $8,388+980.3% | $13,390+576.8% |