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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 | $22,629 | $118,708-80.9% | $98,920-77.1% | $158,982-85.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 1.08% | 372.49%-371.4pp | 196.47%-195.4pp | 302.99%-301.9pp |
| Employer contribution / active EE | $2,763 | $3,334-17.1% | $2,689+2.7% | $4,763-42.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,362 | $10,134-86.6% | $6,643-79.5% | $11,252-87.9% |