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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 | $24,646 | $65,395-62.3% | $182,540-86.5% | $72,975-66.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 11.71% | 27.68%-16.0pp | 148.58%-136.9pp | 81.01%-69.3pp |
| Employer contribution / active EE | $909 | $1,911-52.4% | $4,076-77.7% | $2,440-62.7% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,525-100.0% | $3,608-100.0% |
| Admin fee / account holder | $645 | $4,245-84.8% | $8,593-92.5% | $5,124-87.4% |