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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 | $41,442 | $152,612-72.8% | $125,192-66.9% | $152,897-72.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.56% | 54.85%-54.3pp | 43.79%-43.2pp | 345.43%-344.9pp |
| Employer contribution / active EE | $1,684 | $4,947-66.0% | $3,866-56.4% | $4,764-64.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,462 | $13,437-89.1% | $9,704-84.9% | $11,599-87.4% |