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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 | $11,143 | $47,479-76.5% | $62,929-82.3% | $82,448-86.5% |
| Participation rate | 75.0% | 66.9%+8.1pp | 73.1%+1.9pp | 68.1%+6.9pp |
| Annual return | 8.56% | 20.34%-11.8pp | 1063.93%-1055.4pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $850 | $2,870-70.4% | $3,888-78.1% | $4,139-79.5% |
| Admin fee / account holder | $2,900 | $3,804-23.8% | $5,065-42.7% | $7,234-59.9% |