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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 | $16,367 | $100,203-83.7% | $85,240-80.8% | $145,897-88.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.60% | 84.28%-78.7pp | 66.75%-61.2pp | 552.29%-546.7pp |
| Employer contribution / active EE | $558 | $3,242-82.8% | $2,735-79.6% | $4,663-88.0% |
| Participant deferral / active EE | $933 | $5,299-82.4% | $4,527-79.4% | $6,689-86.0% |
| Admin fee / account holder | $4,865 | $7,265-33.0% | $6,165-21.1% | $13,390-63.7% |