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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 | $14,259 | $60,128-76.3% | $90,440-84.2% | $79,852-82.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.51% | 71.95%-62.4pp | 1294.38%-1284.9pp | 31.72%-22.2pp |
| Employer contribution / active EE | $1,507 | $2,068-27.2% | $3,263-53.8% | $2,471-39.0% |
| Participant deferral / active EE | $1,290 | $2,939-56.1% | $3,964-67.5% | $3,740-65.5% |
| Admin fee / account holder | $2,529 | $3,977-36.4% | $5,615-55.0% | $5,306-52.3% |