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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 | $10,872 | $61,815-82.4% | $97,295-88.8% | $80,959-86.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 9.63% | -558.73%+568.4pp | 75.62%-66.0pp | 35.67%-26.0pp |
| Employer contribution / active EE | $476 | $1,836-74.1% | $2,723-82.5% | $2,757-82.7% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,694 | $5,166-67.2% | $5,646-70.0% | $6,925-75.5% |