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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 | $32,345 | $53,127-39.1% | $86,597-62.6% | $70,131-53.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 5.66% | 27.66%-22.0pp | 964.96%-959.3pp | 73.14%-67.5pp |
| Employer contribution / active EE | $419 | $2,068-79.7% | $2,840-85.2% | $2,342-82.1% |
| Participant deferral / active EE | $823 | $2,696-69.5% | $3,609-77.2% | $3,332-75.3% |
| Admin fee / account holder | $3,550 | $3,585-1.0% | $4,906-27.6% | $4,645-23.6% |