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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 | $17,811 | $50,554-64.8% | $67,681-73.7% | $87,485-79.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 8.79% | 17.81%-9.0pp | 590.58%-581.8pp | 26.06%-17.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,445 | $2,961-51.2% | $3,976-63.6% | $4,274-66.2% |
| Admin fee / account holder | $363 | $4,132-91.2% | $6,100-94.0% | $7,775-95.3% |