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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 | $14,159 | $48,078-70.5% | $78,676-82.0% | $62,881-77.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.09% | 31.36%-31.3pp | 62.19%-62.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,532 | $2,015-24.0% | $2,850-46.3% | $2,281-32.8% |
| Participant deferral / active EE | $1,228 | $2,587-52.5% | $3,517-65.1% | $3,203-61.6% |
| Admin fee / account holder | $3,808 | $3,206+18.8% | $4,510-15.6% | $4,296-11.4% |