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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 | $33,168 | $149,040-77.7% | $120,225-72.4% | $137,256-75.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 3.04% | 605.68%-602.6pp | 439.23%-436.2pp | 220.34%-217.3pp |
| Employer contribution / active EE | $2,483 | $4,350-42.9% | $3,475-28.6% | $4,156-40.3% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,166 | $6,348-65.9% | $5,696-62.0% | $12,270-82.3% |