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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 | $14,683 | $53,128-72.4% | $86,582-83.0% | $70,126-79.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 8.31% | 27.66%-19.4pp | 965.08%-956.8pp | 73.15%-64.8pp |
| Employer contribution / active EE | $379 | $2,068-81.7% | $2,839-86.6% | $2,343-83.8% |
| Participant deferral / active EE | $927 | $2,695-65.6% | $3,609-74.3% | $3,332-72.2% |
| Admin fee / account holder | $814 | $3,584-77.3% | $4,904-83.4% | $4,645-82.5% |