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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 | $14,744 | $95,383-84.5% | $185,837-92.1% | $85,856-82.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 5.74% | 23.59%-17.9pp | 122.08%-116.3pp | 318.58%-312.8pp |
| Employer contribution / active EE | $428 | $3,313-87.1% | $5,168-91.7% | $2,565-83.3% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,700 | $7,213-62.6% | $16,241-83.4% | $6,261-56.9% |