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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 | $34,000 | $85,171-60.1% | $172,752-80.3% | $72,975-53.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 11.90% | 27.32%-15.4pp | 802.97%-791.1pp | 81.01%-69.1pp |
| Employer contribution / active EE | $980 | $3,324-70.5% | $5,144-81.0% | $2,440-59.9% |
| Participant deferral / active EE | $3,192 | $3,260-2.1% | $5,198-38.6% | $3,608-11.5% |
| Admin fee / account holder | $51,323 | $5,880+772.8% | $13,955+267.8% | $5,124+901.6% |