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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 | $67,760 | $106,905-36.6% | $84,020-19.4% | $152,885-55.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 2.32% | 105.00%-102.7pp | 71.31%-69.0pp | 345.39%-343.1pp |
| Employer contribution / active EE | $4,619 | $2,735+68.9% | $1,984+132.9% | $4,763-3.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,366 | $8,287-83.5% | $6,101-77.6% | $11,598-88.2% |