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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 | $58,570 | $150,412-61.1% | $120,574-51.4% | $145,884-59.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 1.18% | 154.50%-153.3pp | 107.42%-106.2pp | 551.85%-550.7pp |
| Employer contribution / active EE | $9,208 | $4,355+111.5% | $3,471+165.3% | $4,662+97.5% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,419 | $12,224-39.3% | $9,445-21.5% | $13,392-44.6% |