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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 | $11,007 | $77,920-85.9% | $149,723-92.6% | $75,177-85.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.26% | 31.72%-23.5pp | 134.50%-126.2pp | 160.75%-152.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $876 | $3,411-74.3% | $5,682-84.6% | $4,126-78.8% |
| Admin fee / account holder | $663 | $5,951-88.9% | $13,215-95.0% | $5,651-88.3% |