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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 | $12,498 | $75,541-83.5% | $152,093-91.8% | $82,637-84.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 8.05% | 32.56%-24.5pp | 66.36%-58.3pp | 53.51%-45.5pp |
| Employer contribution / active EE | $1,089 | $2,622-58.5% | $4,175-73.9% | $2,552-57.3% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,626 | $6,405-74.6% | $14,497-88.8% | $7,339-77.8% |