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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 | $11,617 | $103,164-88.7% | $90,259-87.1% | $154,746-92.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 3.45% | 19.25%-15.8pp | 18.88%-15.4pp | 172.34%-168.9pp |
| Employer contribution / active EE | $1,761 | $2,532-30.5% | $2,291-23.2% | $4,379-59.8% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $631 | $8,593-92.7% | $7,267-91.3% | $14,365-95.6% |