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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 | $15,022 | $58,275-74.2% | $81,844-81.6% | $80,935-81.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 8.75% | 41.82%-33.1pp | 778.87%-770.1pp | 35.66%-26.9pp |
| Employer contribution / active EE | $9,654 | $2,346+311.5% | $2,916+231.0% | $2,757+250.2% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $884 | $4,749-81.4% | $7,355-88.0% | $6,924-87.2% |