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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 | $17,285 | $68,097-74.6% | $62,929-72.5% | $137,256-87.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 4.79% | 1859.11%-1854.3pp | 1063.93%-1059.1pp | 220.34%-215.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,284 | $4,553-71.8% | $3,888-67.0% | $6,407-80.0% |
| Admin fee / account holder | $379 | $6,521-94.2% | $5,065-92.5% | $12,270-96.9% |