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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 | $38,368 | $102,595-62.6% | $94,057-59.2% | $154,746-75.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 3.06% | 583.42%-580.4pp | 480.62%-477.6pp | 172.34%-169.3pp |
| Employer contribution / active EE | $3,500 | $3,147+11.2% | $2,933+19.3% | $4,379-20.1% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $552 | $7,736-92.9% | $7,244-92.4% | $14,365-96.2% |