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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 | $90,691-67.6% | $76,119-61.3% | $145,884-79.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -0.14% | 624.52%-624.7pp | 361.25%-361.4pp | 551.85%-552.0pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,617 | $5,167+47.4% | $4,259+78.8% | $6,690+13.9% |
| Admin fee / account holder | $3,310 | $8,383-60.5% | $6,421-48.5% | $13,392-75.3% |