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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 | $167,030-88.8% | $135,768-86.3% | $155,188-88.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 2.77% | 678.39%-675.6pp | 526.10%-523.3pp | 148.84%-146.1pp |
| Employer contribution / active EE | $222 | $4,132-94.6% | $3,394-93.5% | $4,248-94.8% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $947 | $8,172-88.4% | $7,048-86.6% | $14,480-93.5% |