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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 | $61,017 | $48,364+26.2% | $71,796-15.0% | $62,881-3.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 0.15% | 13.16%-13.0pp | 78.04%-77.9pp | 20.14%-20.0pp |
| Employer contribution / active EE | $732 | $1,042-29.7% | $1,924-62.0% | $2,281-67.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $503 | $3,771-86.7% | $4,815-89.6% | $4,296-88.3% |