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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 | $12,190 | $52,279-76.7% | $89,435-86.4% | $79,856-84.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 10.88% | 22.16%-11.3pp | 245.55%-234.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,377 | $1,572-12.4% | $2,587-46.8% | $2,471-44.3% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,542 | $3,356-54.1% | $4,884-68.4% | $5,306-70.9% |