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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 | $18,139 | $77,638-76.6% | $156,551-88.4% | $62,881-71.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.37% | 50.33%-51.7pp | 32.23%-33.6pp | 20.14%-21.5pp |
| Employer contribution / active EE | $1,028 | $3,444-70.2% | $5,501-81.3% | $2,281-55.0% |
| Participant deferral / active EE | $1,537 | $3,046-49.5% | $4,871-68.4% | $3,203-52.0% |
| Admin fee / account holder | $757 | $5,561-86.4% | $13,028-94.2% | $4,296-82.4% |