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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 | $18,526 | $100,970-81.7% | $96,576-80.8% | $137,256-86.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 7.34% | 38.16%-30.8pp | 38.47%-31.1pp | 220.34%-213.0pp |
| Employer contribution / active EE | $1,818 | $3,809-52.3% | $3,553-48.8% | $4,156-56.3% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,950 | $11,312-73.9% | $11,381-74.1% | $12,270-76.0% |