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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 | $18,235 | $90,486-79.8% | $78,676-76.8% | $273,972-93.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.13% | 75.62%-75.5pp | 62.19%-62.1pp | 41.46%-41.3pp |
| Employer contribution / active EE | $3,719 | $3,175+17.1% | $2,850+30.5% | $4,869-23.6% |
| Participant deferral / active EE | $4,394 | $3,901+12.6% | $3,517+24.9% | $5,287-16.9% |
| Admin fee / account holder | $35,947 | $5,263+583.0% | $4,510+697.1% | $10,133+254.8% |