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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 | $19,023 | $95,415-80.1% | $185,851-89.8% | $85,851-77.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 8.02% | 23.59%-15.6pp | 122.11%-114.1pp | 318.63%-310.6pp |
| Employer contribution / active EE | $2,164 | $3,314-34.7% | $5,168-58.1% | $2,565-15.7% |
| Participant deferral / active EE | $2,222 | $3,424-35.1% | $5,569-60.1% | $3,952-43.8% |
| Admin fee / account holder | $438 | $7,215-93.9% | $16,245-97.3% | $6,261-93.0% |