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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 | $15,296 | $136,433-88.8% | $98,864-84.5% | $167,553-90.9% |
| Participation rate | 100.0% | 70.3%+29.7pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 5.43% | 67.76%-62.3pp | 50.03%-44.6pp | 478.89%-473.5pp |
| Employer contribution / active EE | $1,601 | $2,636-39.3% | $2,070-22.6% | $4,840-66.9% |
| Participant deferral / active EE | $0 | $3,721-100.0% | $3,037-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,633 | $5,039-47.8% | $4,080-35.5% | $12,316-78.6% |