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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 | $12,261 | $48,053-74.5% | $84,628-85.5% | $72,975-83.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 14.29% | 37.39%-23.1pp | 258.80%-244.5pp | 81.01%-66.7pp |
| Employer contribution / active EE | $1,731 | $1,602+8.0% | $2,653-34.8% | $2,440-29.1% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $822 | $3,395-75.8% | $4,914-83.3% | $5,124-84.0% |