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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 | $21,721 | $53,128-59.1% | $86,582-74.9% | $70,126-69.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 5.88% | 27.66%-21.8pp | 965.08%-959.2pp | 73.15%-67.3pp |
| Employer contribution / active EE | $2,022 | $2,068-2.2% | $2,839-28.8% | $2,343-13.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,485 | $3,584-58.6% | $4,904-69.7% | $4,645-68.0% |