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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 | $26,562 | $78,690-66.2% | $161,489-83.6% | $87,485-69.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 3.90% | 32.74%-28.8pp | 89.72%-85.8pp | 26.06%-22.2pp |
| Employer contribution / active EE | $1,596 | $2,588-38.3% | $4,268-62.6% | $2,596-38.5% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $799 | $6,724-88.1% | $16,006-95.0% | $7,775-89.7% |