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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 | $18,326 | $65,685-72.1% | $57,181-68.0% | $273,968-93.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.76% | 21.99%-21.2pp | 14.59%-13.8pp | 41.45%-40.7pp |
| Employer contribution / active EE | $324 | $3,279-90.1% | $2,682-87.9% | $4,869-93.3% |
| Participant deferral / active EE | $2,921 | $3,781-22.8% | $3,096-5.7% | $5,287-44.8% |
| Admin fee / account holder | $4,064 | $4,835-15.9% | $3,139+29.5% | $10,132-59.9% |