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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 | $27,061 | $52,353-48.3% | $120,225-77.5% | $82,448-67.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 9.89% | 61.85%-52.0pp | 439.23%-429.3pp | 41.64%-31.7pp |
| Employer contribution / active EE | $248 | $1,510-83.6% | $3,475-92.9% | $2,551-90.3% |
| Participant deferral / active EE | $1,573 | $2,627-40.1% | $3,999-60.7% | $4,139-62.0% |
| Admin fee / account holder | $7,052 | $4,363+61.7% | $5,696+23.8% | $7,234-2.5% |