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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 | $41,971 | $96,731-56.6% | $123,973-66.1% | $86,983-51.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 0.69% | 17.33%-16.6pp | 388.13%-387.4pp | 25.83%-25.1pp |
| Employer contribution / active EE | $21,269 | $3,297+545.1% | $4,126+415.5% | $2,584+722.9% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,059 | $8,722-30.5% | $11,799-48.6% | $7,856-22.9% |