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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 | $18,547 | $100,139-81.5% | $85,187-78.2% | $145,884-87.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.47% | 84.15%-77.7pp | 66.67%-60.2pp | 551.85%-545.4pp |
| Employer contribution / active EE | $4,182 | $3,238+29.2% | $2,732+53.1% | $4,662-10.3% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $896 | $7,262-87.7% | $6,162-85.5% | $13,392-93.3% |