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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 | $40,708 | $85,766-52.5% | $136,297-70.1% | $70,131-42.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -1.92% | 31.45%-33.4pp | 5156.16%-5158.1pp | 73.14%-75.1pp |
| Employer contribution / active EE | $2,372 | $2,966-20.0% | $4,696-49.5% | $2,342+1.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $468 | $5,420-91.4% | $9,244-94.9% | $4,645-89.9% |