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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 | $18,533 | $83,337-77.8% | $67,834-72.7% | $273,972-93.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -0.20% | 259.45%-259.6pp | 138.47%-138.7pp | 41.46%-41.7pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,022 | $4,088-26.1% | $3,160-4.4% | $5,287-42.9% |
| Admin fee / account holder | $932 | $6,752-86.2% | $4,622-79.8% | $10,133-90.8% |