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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 | $22,054 | $58,391-62.2% | $76,667-71.2% | $72,976-69.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 3.72% | 2306.65%-2302.9pp | 1166.74%-1163.0pp | 81.02%-77.3pp |
| Employer contribution / active EE | $1,825 | $1,787+2.2% | $2,303-20.7% | $2,440-25.2% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $709 | $4,014-82.3% | $6,423-89.0% | $5,124-86.2% |