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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 | $19,194 | $102,595-81.3% | $94,057-79.6% | $154,746-87.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 2.72% | 583.42%-580.7pp | 480.62%-477.9pp | 172.34%-169.6pp |
| Employer contribution / active EE | $2,025 | $3,147-35.6% | $2,933-31.0% | $4,379-53.8% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $580 | $7,736-92.5% | $7,244-92.0% | $14,365-96.0% |