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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 | $20,783 | $64,324-67.7% | $118,946-82.5% | $79,858-74.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 3.79% | 86.45%-82.7pp | 35.89%-32.1pp | 31.72%-27.9pp |
| Employer contribution / active EE | $3,125 | $1,836+70.2% | $3,263-4.2% | $2,471+26.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,742 | $4,040-56.9% | $6,581-73.5% | $5,306-67.2% |