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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 | $18,725 | $45,152-58.5% | $73,836-74.6% | $59,633-68.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -3.75% | 27.40%-31.2pp | 2268.06%-2271.8pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,381 | $1,901-27.4% | $2,787-50.4% | $2,203-37.3% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,065 | $3,515-69.7% | $4,882-78.2% | $4,297-75.2% |