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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 | $12,571 | $102,595-87.7% | $94,057-86.6% | $154,746-91.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 0.66% | 583.42%-582.8pp | 480.62%-480.0pp | 172.34%-171.7pp |
| Employer contribution / active EE | $2,200 | $3,147-30.1% | $2,933-25.0% | $4,379-49.8% |
| Participant deferral / active EE | $12,500 | $5,118+144.2% | $4,709+165.4% | $6,730+85.7% |
| Admin fee / account holder | $189,099 | $7,736+2344.4% | $7,244+2510.3% | $14,365+1216.4% |