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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 | $22,239 | $64,324-65.4% | $118,946-81.3% | $79,852-72.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 9.38% | 86.45%-77.1pp | 35.89%-26.5pp | 31.72%-22.3pp |
| Employer contribution / active EE | $510 | $1,836-72.2% | $3,263-84.4% | $2,471-79.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $545 | $4,040-86.5% | $6,581-91.7% | $5,306-89.7% |