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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 | $16,001 | $85,171-81.2% | $172,752-90.7% | $72,975-78.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 7.45% | 27.32%-19.9pp | 802.97%-795.5pp | 81.01%-73.6pp |
| Employer contribution / active EE | $673 | $3,324-79.7% | $5,144-86.9% | $2,440-72.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,404 | $5,880-76.1% | $13,955-89.9% | $5,124-72.6% |