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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 | $9,718 | $97,078-90.0% | $103,065-90.6% | $145,897-93.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 8.92% | 25.49%-16.6pp | 23.95%-15.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,932 | $4,680-16.0% | $4,675-15.9% | $4,663-15.7% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,828 | $12,505-85.4% | $9,349-80.4% | $13,390-86.3% |