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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 | $24,650 | $68,681-64.1% | $86,625-71.5% | $85,851-71.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 7.70% | 20.12%-12.4pp | 63.52%-55.8pp | 318.63%-310.9pp |
| Employer contribution / active EE | $1,537 | $1,880-18.3% | $2,496-38.4% | $2,565-40.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,049 | $5,974-65.7% | $5,830-64.9% | $6,261-67.3% |