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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 | $43,051 | $100,895-57.3% | $90,430-52.4% | $158,950-72.9% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.7%+22.6pp | 82.0%+13.3pp |
| Annual return | 0.01% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,381 | $3,689-35.5% | $3,262-27.0% | $4,762-50.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $527 | $6,505-91.9% | $5,613-90.6% | $11,248-95.3% |