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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 | $47,167 | $102,422-53.9% | $147,117-67.9% | $80,959-41.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 3.07% | 135.16%-132.1pp | 420.54%-417.5pp | 35.67%-32.6pp |
| Employer contribution / active EE | $962 | $3,717-74.1% | $4,932-80.5% | $2,757-65.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,170 | $7,953-85.3% | $12,993-91.0% | $6,925-83.1% |