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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 | $18,198 | $119,143-84.7% | $88,632-79.5% | $152,909-88.1% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 0.65% | 48.12%-47.5pp | 43.75%-43.1pp | 345.46%-344.8pp |
| Employer contribution / active EE | $1,376 | $2,675-48.5% | $2,101-34.5% | $4,764-71.1% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $391 | $5,875-93.4% | $4,308-90.9% | $11,601-96.6% |