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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 | $102,938-94.0% | $94,105-93.5% | $138,895-95.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 3.55% | 250.28%-246.7pp | 204.55%-201.0pp | 145.39%-141.8pp |
| Employer contribution / active EE | $1,000 | $2,732-63.4% | $2,504-60.1% | $4,194-76.2% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $349 | $6,600-94.7% | $6,199-94.4% | $12,562-97.2% |