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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 | $19,527 | $65,434-70.2% | $98,483-80.2% | $85,847-77.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.39% | 21.75%-13.4pp | 1494.38%-1486.0pp | 318.61%-310.2pp |
| Employer contribution / active EE | $1,033 | $2,169-52.4% | $2,961-65.1% | $2,565-59.7% |
| Participant deferral / active EE | $1,486 | $3,168-53.1% | $4,276-65.2% | $3,952-62.4% |
| Admin fee / account holder | $388 | $4,595-91.6% | $5,953-93.5% | $6,261-93.8% |