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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 | $13,373 | $90,486-85.2% | $78,676-83.0% | $273,972-95.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.04% | 75.62%-76.7pp | 62.19%-63.2pp | 41.46%-42.5pp |
| Employer contribution / active EE | $1,544 | $3,175-51.4% | $2,850-45.8% | $4,869-68.3% |
| Participant deferral / active EE | $1,544 | $3,901-60.4% | $3,517-56.1% | $5,287-70.8% |
| Admin fee / account holder | $21,196 | $5,263+302.7% | $4,510+370.0% | $10,133+109.2% |