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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 | $97,765-90.1% | $103,486-90.6% | $145,884-93.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 8.92% | 25.44%-16.5pp | 23.93%-15.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $3,932 | $4,687-16.1% | $4,679-16.0% | $4,662-15.7% |
| Participant deferral / active EE | $0 | $6,606-100.0% | $6,628-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,828 | $12,505-85.4% | $9,354-80.5% | $13,392-86.4% |