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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 | $30,099 | $65,440-54.0% | $98,506-69.4% | $85,851-64.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 5.75% | 21.75%-16.0pp | 1494.92%-1489.2pp | 318.63%-312.9pp |
| Employer contribution / active EE | $857 | $2,169-60.5% | $2,961-71.1% | $2,565-66.6% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,653 | $4,596-42.3% | $5,955-55.4% | $6,261-57.6% |