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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 | $30,422 | $85,171-64.3% | $172,753-82.4% | $72,976-58.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.31% | 27.32%-24.0pp | 803.00%-799.7pp | 81.02%-77.7pp |
| Employer contribution / active EE | $937 | $3,324-71.8% | $5,144-81.8% | $2,440-61.6% |
| Participant deferral / active EE | $995 | $3,260-69.5% | $5,198-80.9% | $3,608-72.4% |
| Admin fee / account holder | $518 | $5,880-91.2% | $13,956-96.3% | $5,124-89.9% |