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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 | $18,487 | $127,298-85.5% | $109,916-83.2% | $167,553-89.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 1.07% | 22.97%-21.9pp | 29.46%-28.4pp | 478.89%-477.8pp |
| Employer contribution / active EE | $3,841 | $3,325+15.5% | $2,844+35.1% | $4,840-20.6% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,465 | $7,119-79.4% | $6,069-75.9% | $12,316-88.1% |