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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 | $11,974 | $77,920-84.6% | $149,723-92.0% | $75,177-84.1% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 11.28% | 31.72%-20.4pp | 134.50%-123.2pp | 160.75%-149.5pp |
| Employer contribution / active EE | $1,386 | $3,138-55.8% | $4,821-71.3% | $2,671-48.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $434 | $5,951-92.7% | $13,215-96.7% | $5,651-92.3% |