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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 | $28,052 | $112,131-75.0% | $95,964-70.8% | $158,982-82.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.55% | 171.19%-170.6pp | 91.64%-91.1pp | 302.99%-302.4pp |
| Employer contribution / active EE | $17,133 | $3,199+435.6% | $2,541+574.2% | $4,763+259.7% |
| Participant deferral / active EE | $4,305 | $4,784-10.0% | $4,167+3.3% | $5,983-28.1% |
| Admin fee / account holder | $1,869 | $10,136-81.6% | $6,797-72.5% | $11,252-83.4% |