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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 | $8,213 | $49,897-83.5% | $80,648-89.8% | $75,177-89.1% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 6.09% | 34.68%-28.6pp | 937.21%-931.1pp | 160.75%-154.7pp |
| Employer contribution / active EE | $980 | $1,699-42.3% | $2,724-64.0% | $2,671-63.3% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,399 | $3,579-33.0% | $5,382-55.4% | $5,651-57.6% |