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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 | $27,949 | $58,241-52.0% | $81,780-65.8% | $80,911-65.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 5.01% | 41.73%-36.7pp | 776.27%-771.3pp | 35.63%-30.6pp |
| Employer contribution / active EE | $1,355 | $2,343-42.2% | $2,914-53.5% | $2,756-50.8% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,928 | $4,973-61.2% | $7,384-73.9% | $6,935-72.2% |