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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 | $18,645 | $162,529-88.5% | $130,788-85.7% | $154,746-88.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 2.77% | 510.48%-507.7pp | 386.44%-383.7pp | 172.34%-169.6pp |
| Employer contribution / active EE | $222 | $4,447-95.0% | $3,558-93.8% | $4,379-94.9% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $947 | $7,669-87.7% | $6,673-85.8% | $14,365-93.4% |