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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 | $25,261 | $52,279-51.7% | $89,435-71.8% | $79,856-68.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -0.33% | 22.16%-22.5pp | 245.55%-245.9pp | 31.71%-32.0pp |
| Employer contribution / active EE | $6,599 | $1,572+319.9% | $2,587+155.1% | $2,471+167.1% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $537 | $3,356-84.0% | $4,884-89.0% | $5,306-89.9% |