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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 | $15,195 | $77,638-80.4% | $156,551-90.3% | $62,881-75.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.21% | 50.33%-50.5pp | 32.23%-32.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $991 | $3,444-71.2% | $5,501-82.0% | $2,281-56.6% |
| Participant deferral / active EE | $1,034 | $3,046-66.1% | $4,871-78.8% | $3,203-67.7% |
| Admin fee / account holder | $1,271 | $5,561-77.2% | $13,028-90.2% | $4,296-70.4% |