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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 | $41,211 | $103,000-60.0% | $90,300-54.4% | $152,885-73.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.88% | 95.19%-93.3pp | 78.11%-76.2pp | 345.39%-343.5pp |
| Employer contribution / active EE | $20,077 | $3,138+539.7% | $2,854+603.4% | $4,763+321.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,441 | $6,173+4.3% | $5,353+20.3% | $11,598-44.5% |