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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 | $28,713 | $72,426-60.4% | $67,560-57.5% | $145,897-80.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.41% | 7226.78%-7219.4pp | 3533.50%-3526.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,880 | $3,074-38.9% | $2,737-31.3% | $4,663-59.7% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,728 | $5,514-68.7% | $3,994-56.7% | $13,390-87.1% |