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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 | $20,432 | $84,236-75.7% | $170,435-88.0% | $70,126-70.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.08% | 23.06%-14.0pp | 205.94%-196.9pp | 73.15%-64.1pp |
| Employer contribution / active EE | $1,635 | $3,387-51.7% | $5,432-69.9% | $2,343-30.2% |
| Participant deferral / active EE | $1,014 | $3,086-67.1% | $4,939-79.5% | $3,332-69.6% |
| Admin fee / account holder | $398 | $5,698-93.0% | $13,881-97.1% | $4,645-91.4% |