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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 | $18,903 | $109,905-82.8% | $98,506-80.8% | $167,553-88.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 0.42% | 1960.20%-1959.8pp | 1494.92%-1494.5pp | 478.89%-478.5pp |
| Employer contribution / active EE | $354 | $3,226-89.0% | $2,961-88.0% | $4,840-92.7% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $780 | $6,760-88.5% | $5,955-86.9% | $12,316-93.7% |