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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 | $21,467 | $48,364-55.6% | $71,796-70.1% | $62,881-65.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.81% | 13.16%-10.3pp | 78.04%-75.2pp | 20.14%-17.3pp |
| Employer contribution / active EE | $3,697 | $1,042+254.9% | $1,924+92.1% | $2,281+62.1% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $623 | $3,771-83.5% | $4,815-87.1% | $4,296-85.5% |