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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 | $30,684 | $90,504-66.1% | $78,690-61.0% | $273,965-88.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.61%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,359 | $3,176-25.7% | $2,851-17.2% | $4,869-51.5% |
| Participant deferral / active EE | $3,354 | $3,901-14.0% | $3,517-4.6% | $5,287-36.6% |
| Admin fee / account holder | $3,592 | $5,263-31.8% | $4,511-20.4% | $10,132-64.5% |