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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 | $24,383 | $126,519-80.7% | $106,201-77.0% | $145,959-83.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 3.00% | 225.10%-222.1pp | 116.26%-113.3pp | 561.95%-558.9pp |
| Employer contribution / active EE | $4,673 | $3,726+25.4% | $3,170+47.4% | $4,661+0.3% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,436 | $17,312-28.2% | $11,039+12.6% | $13,398-7.2% |