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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 | $16,384 | $60,128-72.8% | $90,440-81.9% | $79,852-79.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.48% | 71.95%-62.5pp | 1294.38%-1284.9pp | 31.72%-22.2pp |
| Employer contribution / active EE | $436 | $2,068-78.9% | $3,263-86.7% | $2,471-82.4% |
| Participant deferral / active EE | $2,394 | $2,939-18.5% | $3,964-39.6% | $3,740-36.0% |
| Admin fee / account holder | $665 | $3,977-83.3% | $5,615-88.2% | $5,306-87.5% |