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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 | $14,258 | $110,410-87.1% | $102,437-86.1% | $145,897-90.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.87% | 24.85%-17.0pp | 24.95%-17.1pp | 552.29%-544.4pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,696 | $5,622-69.8% | $5,060-66.5% | $6,689-74.7% |
| Admin fee / account holder | $2,471 | $9,745-74.6% | $8,388-70.5% | $13,390-81.5% |