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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 | $17,408 | $91,198-80.9% | $178,503-90.2% | $79,856-78.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.14% | 24.20%-17.1pp | 151.12%-144.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $766 | $3,257-76.5% | $5,011-84.7% | $2,471-69.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,156 | $6,748-68.1% | $13,987-84.6% | $5,306-59.4% |