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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 | $33,452 | $42,546-21.4% | $71,796-53.4% | $55,167-39.4% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 4.31% | 12.36%-8.1pp | 78.04%-73.7pp | 169.23%-164.9pp |
| Employer contribution / active EE | $500 | $803-37.8% | $1,924-74.0% | $1,963-74.5% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,593 | $650+145.2% | $4,815-66.9% | $504+216.1% |