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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 | $16,044 | $60,139-73.3% | $90,461-82.3% | $79,856-79.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 1.72% | 71.96%-70.2pp | 1294.76%-1293.0pp | 31.71%-30.0pp |
| Employer contribution / active EE | $414 | $2,069-80.0% | $3,264-87.3% | $2,471-83.3% |
| Participant deferral / active EE | $1,099 | $2,939-62.6% | $3,964-72.3% | $3,741-70.6% |
| Admin fee / account holder | $468 | $3,978-88.2% | $5,617-91.7% | $5,306-91.2% |