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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 | $12,681 | $48,277-73.7% | $67,511-81.2% | $80,874-84.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.00% | 18.27%-7.3pp | 3517.41%-3506.4pp | 35.62%-24.6pp |
| Employer contribution / active EE | $517 | $2,021-74.4% | $2,733-81.1% | $2,756-81.2% |
| Participant deferral / active EE | $999 | $2,926-65.8% | $4,000-75.0% | $4,297-76.7% |
| Admin fee / account holder | $611 | $3,687-83.4% | $3,999-84.7% | $6,935-91.2% |