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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 | $17,632 | $49,896-64.7% | $80,627-78.1% | $75,173-76.5% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 9.18% | 34.67%-25.5pp | 936.76%-927.6pp | 160.72%-151.5pp |
| Employer contribution / active EE | $5,796 | $1,699+241.2% | $2,723+112.9% | $2,671+117.0% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $372 | $3,578-89.6% | $5,381-93.1% | $5,651-93.4% |