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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 | $27,569 | $69,248-60.2% | $64,101-57.0% | $139,466-80.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.36% | 45.95%-36.6pp | 33.72%-24.4pp | 373.66%-364.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,057 | $4,682-77.4% | $3,881-72.8% | $6,712-84.3% |
| Admin fee / account holder | $869 | $4,247-79.5% | $3,070-71.7% | $11,409-92.4% |