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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 | $30,457 | $88,815-65.7% | $81,882-62.8% | $145,897-79.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -0.04% | 1033.75%-1033.8pp | 779.47%-779.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $586 | $3,086-81.0% | $2,916-79.9% | $4,663-87.4% |
| Participant deferral / active EE | $879 | $4,647-81.1% | $4,323-79.7% | $6,689-86.9% |
| Admin fee / account holder | $4,077 | $8,434-51.7% | $7,360-44.6% | $13,390-69.6% |