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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 | $37,236 | $102,595-63.7% | $94,057-60.4% | $154,746-75.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 2.84% | 583.42%-580.6pp | 480.62%-477.8pp | 172.34%-169.5pp |
| Employer contribution / active EE | $2,556 | $3,147-18.8% | $2,933-12.9% | $4,379-41.6% |
| Participant deferral / active EE | $2,556 | $5,118-50.1% | $4,709-45.7% | $6,730-62.0% |
| Admin fee / account holder | $13,119 | $7,736+69.6% | $7,244+81.1% | $14,365-8.7% |