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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 | $16,418 | $29,716-44.7% | $56,077-70.7% | $80,925-79.7% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 10.14% | 35.30%-25.2pp | 1709.28%-1699.1pp | 35.65%-25.5pp |
| Employer contribution / active EE | $952 | $671+41.9% | $1,040-8.5% | $2,756-65.4% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $786 | $2,432-67.7% | $2,825-72.2% | $6,940-88.7% |