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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 | $60,452 | $90,530-33.2% | $76,030-20.5% | $145,897-58.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 1.99% | 625.08%-623.1pp | 361.54%-359.6pp | 552.29%-550.3pp |
| Employer contribution / active EE | $2,506 | $3,319-24.5% | $2,688-6.8% | $4,663-46.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,671 | $8,383-80.1% | $6,421-74.0% | $13,390-87.5% |