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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 | $77,814-70.4% | $158,223-85.4% | $86,983-73.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 10.86% | 30.54%-19.7pp | 52.09%-41.2pp | 25.83%-15.0pp |
| Employer contribution / active EE | $990 | $2,592-61.8% | $4,109-75.9% | $2,584-61.7% |
| Participant deferral / active EE | $1,510 | $3,270-53.8% | $5,467-72.4% | $4,194-64.0% |
| Admin fee / account holder | $763 | $5,879-87.0% | $16,047-95.2% | $7,856-90.3% |