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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 | $18,154 | $85,171-78.7% | $172,753-89.5% | $72,976-75.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 1.85% | 27.32%-25.5pp | 803.00%-801.1pp | 81.02%-79.2pp |
| Employer contribution / active EE | $3,005 | $3,324-9.6% | $5,144-41.6% | $2,440+23.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $367 | $5,880-93.8% | $13,956-97.4% | $5,124-92.8% |