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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 | $23,149 | $176,120-86.9% | $159,487-85.5% | $167,553-86.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.05% | 331.95%-329.9pp | 263.71%-261.7pp | 478.89%-476.8pp |
| Employer contribution / active EE | $2,206 | $5,299-58.4% | $4,831-54.3% | $4,840-54.4% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,303 | $12,561-73.7% | $10,804-69.4% | $12,316-73.2% |