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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 | $42,476 | $106,905-60.3% | $84,020-49.4% | $152,885-72.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.61% | 105.00%-100.4pp | 71.31%-66.7pp | 345.39%-340.8pp |
| Employer contribution / active EE | $1,333 | $2,735-51.2% | $1,984-32.8% | $4,763-72.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $396 | $8,287-95.2% | $6,101-93.5% | $11,598-96.6% |