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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 | $18,708 | $127,296-85.3% | $109,907-83.0% | $167,536-88.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 1.11% | 22.97%-21.9pp | 29.46%-28.4pp | 478.82%-477.7pp |
| Employer contribution / active EE | $3,750 | $3,325+12.8% | $2,844+31.9% | $4,839-22.5% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $322 | $7,119-95.5% | $6,069-94.7% | $12,315-97.4% |