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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 | $40,061 | $148,623-73.0% | $135,974-70.5% | $139,466-71.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.48% | 79.30%-78.8pp | 68.30%-67.8pp | 373.66%-373.2pp |
| Employer contribution / active EE | $13,820 | $5,246+163.4% | $4,859+184.4% | $4,754+190.7% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,281 | $12,406-81.6% | $10,767-78.8% | $11,409-80.0% |