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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 | $23,962 | $53,128-54.9% | $86,582-72.3% | $70,126-65.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.31% | 27.66%-15.4pp | 965.08%-952.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $2,029 | $2,068-1.9% | $2,839-28.5% | $2,343-13.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $770 | $3,584-78.5% | $4,904-84.3% | $4,645-83.4% |