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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 | $77,814-83.9% | $158,223-92.1% | $86,983-85.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 8.05% | 30.54%-22.5pp | 52.09%-44.0pp | 25.83%-17.8pp |
| Employer contribution / active EE | $1,089 | $2,592-58.0% | $4,109-73.5% | $2,584-57.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,626 | $5,879-72.3% | $16,047-89.9% | $7,856-79.3% |