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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 | $24,971 | $53,837-53.6% | $75,714-67.0% | $85,847-70.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | -0.43% | 24.54%-25.0pp | 104.62%-105.0pp | 318.61%-319.0pp |
| Employer contribution / active EE | $1,064 | $2,017-47.3% | $2,744-61.2% | $2,565-58.5% |
| Participant deferral / active EE | $1,064 | $2,895-63.3% | $3,820-72.2% | $3,952-73.1% |
| Admin fee / account holder | $2,161 | $3,339-35.3% | $3,619-40.3% | $6,261-65.5% |