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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 | $16,182 | $103,008-84.3% | $90,304-82.1% | $152,897-89.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.75% | 95.22%-90.5pp | 78.13%-73.4pp | 345.43%-340.7pp |
| Employer contribution / active EE | $222 | $3,139-92.9% | $2,855-92.2% | $4,764-95.3% |
| Participant deferral / active EE | $3,088 | $4,281-27.9% | $3,885-20.5% | $5,851-47.2% |
| Admin fee / account holder | $310 | $6,175-95.0% | $5,354-94.2% | $11,599-97.3% |