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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 | $25,440 | $84,236-69.8% | $170,435-85.1% | $70,126-63.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | -0.45% | 23.06%-23.5pp | 205.94%-206.4pp | 73.15%-73.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,694 | $3,086-45.1% | $4,939-65.7% | $3,332-49.2% |
| Admin fee / account holder | $3,723 | $5,698-34.7% | $13,881-73.2% | $4,645-19.9% |