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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 | $18,848 | $27,936-32.5% | $58,561-67.8% | $75,173-74.9% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 4.97% | 44.21%-39.2pp | 4251.33%-4246.4pp | 160.72%-155.8pp |
| Employer contribution / active EE | $610 | $670-8.9% | $1,053-42.1% | $2,671-77.2% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $349 | $1,727-79.8% | $2,520-86.1% | $5,651-93.8% |