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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 | $67,319 | $89,367-24.7% | $141,191-52.3% | $72,975-7.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 1.23% | 111.87%-110.6pp | 71.41%-70.2pp | 81.01%-79.8pp |
| Employer contribution / active EE | $10,778 | $3,115+246.0% | $4,736+127.6% | $2,440+341.7% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $917 | $5,957-84.6% | $10,264-91.1% | $5,124-82.1% |