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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 | $28,318 | $48,337-41.4% | $67,560-58.1% | $80,959-65.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 8.85% | 18.26%-9.4pp | 3533.50%-3524.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,067 | $2,928-63.5% | $4,004-73.3% | $4,300-75.2% |
| Admin fee / account holder | $875 | $3,695-76.3% | $3,994-78.1% | $6,925-87.4% |