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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 | $15,119 | $46,599-67.6% | $64,101-76.4% | $75,173-79.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.91% | 26.06%-16.1pp | 33.72%-23.8pp | 160.72%-150.8pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,662 | $2,837-41.4% | $3,881-57.2% | $4,126-59.7% |
| Admin fee / account holder | $985 | $2,956-66.7% | $3,070-67.9% | $5,651-82.6% |