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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 | $15,487 | $102,638-84.9% | $81,991-81.1% | $158,966-90.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.3%+18.2pp | 82.0%+5.5pp |
| Annual return | 1.73% | 61.05%-59.3pp | 41.31%-39.6pp | 302.95%-301.2pp |
| Employer contribution / active EE | $625 | $3,241-80.7% | $2,498-75.0% | $4,762-86.9% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,085 | $8,237-86.8% | $5,665-80.8% | $11,250-90.4% |