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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 | $36,743 | $106,918-65.6% | $84,021-56.3% | $152,897-76.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $550 | $2,735-79.9% | $1,984-72.3% | $4,764-88.5% |
| Participant deferral / active EE | $4,244 | $4,012+5.8% | $3,239+31.0% | $5,851-27.5% |
| Admin fee / account holder | $1,500 | $8,288-81.9% | $6,102-75.4% | $11,599-87.1% |