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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 | $31,824 | $103,038-69.1% | $90,324-64.8% | $152,909-79.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.08% | 95.25%-95.2pp | 78.15%-78.1pp | 345.46%-345.4pp |
| Employer contribution / active EE | $6,501 | $3,141+107.0% | $2,856+127.7% | $4,764+36.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $361 | $6,177-94.2% | $5,356-93.3% | $11,601-96.9% |