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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 | $15,325 | $78,690-80.5% | $161,489-90.5% | $87,485-82.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 9.33% | 32.74%-23.4pp | 89.72%-80.4pp | 26.06%-16.7pp |
| Employer contribution / active EE | $2,929 | $2,588+13.2% | $4,268-31.4% | $2,596+12.8% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,209 | $6,724-82.0% | $16,006-92.4% | $7,775-84.4% |