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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 | $23,554 | $103,008-77.1% | $90,304-73.9% | $152,897-84.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.66% | 95.22%-94.6pp | 78.13%-77.5pp | 345.43%-344.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,350 | $4,281+118.4% | $3,885+140.7% | $5,851+59.8% |
| Admin fee / account holder | $578,403 | $6,175+9267.3% | $5,354+10703.4% | $11,599+4886.5% |