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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 | $53,002 | $58,391-9.2% | $76,657-30.9% | $72,975-27.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 2.65% | 2306.65%-2304.0pp | 1166.74%-1164.1pp | 81.01%-78.4pp |
| Employer contribution / active EE | $8,733 | $1,787+388.8% | $2,303+279.3% | $2,440+257.9% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,335-100.0% | $3,608-100.0% |
| Admin fee / account holder | $644 | $4,014-84.0% | $6,423-90.0% | $5,124-87.4% |