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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 | $33,524 | $124,346-73.0% | $111,308-69.9% | $167,536-80.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 3.62% | 37.45%-33.8pp | 54.67%-51.0pp | 478.82%-475.2pp |
| Employer contribution / active EE | $1,000 | $3,437-70.9% | $2,732-63.4% | $4,839-79.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,197 | $10,621-79.3% | $7,965-72.4% | $12,315-82.2% |