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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 | $26,206 | $166,020-84.2% | $164,866-84.1% | $145,959-82.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.42% | 100.08%-97.7pp | 69.97%-67.6pp | 561.95%-559.5pp |
| Employer contribution / active EE | $5,361 | $5,275+1.6% | $4,343+23.5% | $4,661+15.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $371 | $16,644-97.8% | $12,689-97.1% | $13,398-97.2% |