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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 | $22,102 | $68,681-67.8% | $86,615-74.5% | $85,847-74.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 9.23% | 20.12%-10.9pp | 63.51%-54.3pp | 318.61%-309.4pp |
| Employer contribution / active EE | $1,000 | $1,880-46.8% | $2,496-59.9% | $2,565-61.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $700 | $5,974-88.3% | $5,830-88.0% | $6,261-88.8% |