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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 | $19,958 | $77,638-74.3% | $156,551-87.3% | $62,881-68.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 1.35% | 50.33%-49.0pp | 32.23%-30.9pp | 20.14%-18.8pp |
| Employer contribution / active EE | $493 | $3,444-85.7% | $5,501-91.0% | $2,281-78.4% |
| Participant deferral / active EE | $2,351 | $3,046-22.8% | $4,871-51.7% | $3,203-26.6% |
| Admin fee / account holder | $937 | $5,561-83.2% | $13,028-92.8% | $4,296-78.2% |