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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 | $24,541 | $101,618-75.9% | $93,063-73.6% | $137,256-82.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 7.05% | 223.95%-216.9pp | 34.15%-27.1pp | 220.34%-213.3pp |
| Employer contribution / active EE | $833 | $2,707-69.2% | $2,476-66.3% | $4,156-79.9% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,385 | $6,198-61.5% | $6,033-60.5% | $12,270-80.6% |