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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 | $6,135 | $101,618-94.0% | $93,063-93.4% | $137,256-95.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 3.55% | 223.95%-220.4pp | 34.15%-30.6pp | 220.34%-216.8pp |
| Employer contribution / active EE | $1,000 | $2,707-63.1% | $2,476-59.6% | $4,156-75.9% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $349 | $6,198-94.4% | $6,033-94.2% | $12,270-97.2% |