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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 | $31,955 | $104,937-69.5% | $84,628-62.2% | $152,897-79.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 5.41% | 373.88%-368.5pp | 258.80%-253.4pp | 345.43%-340.0pp |
| Employer contribution / active EE | $357 | $3,303-89.2% | $2,653-86.5% | $4,764-92.5% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,791 | $6,243+8.8% | $4,914+38.2% | $11,599-41.5% |