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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 | $23,049 | $78,690-70.7% | $161,489-85.7% | $87,485-73.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 10.86% | 32.74%-21.9pp | 89.72%-78.9pp | 26.06%-15.2pp |
| Employer contribution / active EE | $990 | $2,588-61.7% | $4,268-76.8% | $2,596-61.9% |
| Participant deferral / active EE | $1,510 | $3,311-54.4% | $5,630-73.2% | $4,274-64.7% |
| Admin fee / account holder | $763 | $6,724-88.7% | $16,006-95.2% | $7,775-90.2% |