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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 | $148,629-77.1% | $135,982-75.0% | $139,487-75.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.31% | 79.33%-78.0pp | 68.32%-67.0pp | 373.84%-372.5pp |
| Employer contribution / active EE | $10,880 | $5,247+107.4% | $4,859+123.9% | $4,755+128.8% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $43,498 | $12,406+250.6% | $10,767+304.0% | $11,407+281.3% |