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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 | $18,721 | $58,848-68.2% | $88,179-78.8% | $82,637-77.3% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 4.33% | 22.76%-18.4pp | 64.97%-60.6pp | 53.51%-49.2pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,007 | $3,124-67.8% | $4,614-78.2% | $4,126-75.6% |
| Admin fee / account holder | $2,212 | $4,795-53.9% | $7,673-71.2% | $7,339-69.9% |