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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 | $68,539 | $155,840-56.0% | $124,694-45.0% | $167,553-59.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 3.94% | 17.98%-14.0pp | 5144.82%-5140.9pp | 478.89%-475.0pp |
| Employer contribution / active EE | $8,795 | $4,165+111.2% | $3,325+164.6% | $4,840+81.7% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,666 | $9,536-82.5% | $7,495-77.8% | $12,316-86.5% |