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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 | $22,054 | $58,927-62.6% | $76,824-71.3% | $72,986-69.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 3.72% | 2305.64%-2301.9pp | 1166.26%-1162.5pp | 81.01%-77.3pp |
| Employer contribution / active EE | $1,825 | $1,787+2.2% | $2,302-20.7% | $2,440-25.2% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $709 | $4,013-82.3% | $6,421-89.0% | $5,124-86.2% |