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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 | $26,479 | $77,638-65.9% | $156,551-83.1% | $62,881-57.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.01% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,032 | $3,444-70.0% | $5,501-81.2% | $2,281-54.7% |
| Participant deferral / active EE | $1,144 | $3,046-62.4% | $4,871-76.5% | $3,203-64.3% |
| Admin fee / account holder | $1,060 | $5,561-80.9% | $13,028-91.9% | $4,296-75.3% |