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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 | $14,901 | $90,504-83.5% | $78,690-81.1% | $273,965-94.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.95% | 75.61%-76.6pp | 62.18%-63.1pp | 41.45%-42.4pp |
| Employer contribution / active EE | $746 | $3,176-76.5% | $2,851-73.8% | $4,869-84.7% |
| Participant deferral / active EE | $1,310 | $3,901-66.4% | $3,517-62.8% | $5,287-75.2% |
| Admin fee / account holder | $880 | $5,263-83.3% | $4,511-80.5% | $10,132-91.3% |