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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 | $17,026 | $129,476-86.8% | $93,515-81.8% | $158,982-89.3% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 1.71% | 118.56%-116.9pp | 78.21%-76.5pp | 302.99%-301.3pp |
| Employer contribution / active EE | $1,249 | $2,717-54.0% | $2,077-39.9% | $4,763-73.8% |
| Participant deferral / active EE | $0 | $3,916-100.0% | $3,129-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,908 | $7,396-74.2% | $5,235-63.6% | $11,252-83.0% |