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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 | $7,402 | $27,936-73.5% | $58,561-87.4% | $75,173-90.2% |
| Participation rate | 95.3% | 38.8%+56.5pp | 50.9%+44.5pp | 67.2%+28.1pp |
| Annual return | 13.56% | 44.21%-30.7pp | 4251.33%-4237.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $635 | $1,202-47.2% | $1,923-67.0% | $4,126-84.6% |
| Admin fee / account holder | $914 | $1,727-47.0% | $2,520-63.7% | $5,651-83.8% |