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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 | $23,636 | $118,708-80.1% | $98,920-76.1% | $158,966-85.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 2.95% | 372.49%-369.5pp | 196.47%-193.5pp | 302.95%-300.0pp |
| Employer contribution / active EE | $1,250 | $3,334-62.5% | $2,689-53.5% | $4,762-73.8% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,945 | $10,134+77.1% | $6,643+170.1% | $11,250+59.5% |