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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 | $29,423 | $90,397-67.5% | $76,002-61.3% | $145,959-79.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -0.14% | 621.97%-622.1pp | 360.07%-360.2pp | 561.95%-562.1pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,617 | $5,163+47.5% | $4,257+78.9% | $6,689+13.9% |
| Admin fee / account holder | $3,310 | $8,369-60.5% | $6,414-48.4% | $13,398-75.3% |