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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 | $19,532 | $110,039-82.3% | $97,260-79.9% | $145,884-86.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 0.48% | 244.44%-244.0pp | 75.54%-75.1pp | 551.85%-551.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,346 | $4,674+356.7% | $4,262+400.9% | $6,690+219.1% |
| Admin fee / account holder | $77,048 | $6,204+1142.0% | $5,640+1266.1% | $13,392+475.3% |