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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 | $36,890 | $78,423-53.0% | $95,964-61.6% | $79,856-53.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.68% | 19.37%-11.7pp | 91.64%-84.0pp | 31.71%-24.0pp |
| Employer contribution / active EE | $816 | $1,945-58.0% | $2,541-67.9% | $2,471-67.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,448 | $5,622-38.7% | $6,797-49.3% | $5,306-35.0% |