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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 | $33,997 | $148,582-77.1% | $135,942-75.0% | $139,456-75.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.31% | 79.26%-77.9pp | 68.28%-67.0pp | 373.45%-372.1pp |
| Employer contribution / active EE | $10,880 | $5,245+107.4% | $4,858+124.0% | $4,753+128.9% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $43,498 | $12,402+250.7% | $10,764+304.1% | $11,407+281.3% |