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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 | $25,299 | $76,407-66.9% | $150,298-83.2% | $82,448-69.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 5.88% | 39.99%-34.1pp | 62.79%-56.9pp | 41.64%-35.8pp |
| Employer contribution / active EE | $882 | $2,614-66.3% | $4,154-78.8% | $2,551-65.4% |
| Participant deferral / active EE | $1,192 | $3,214-62.9% | $5,453-78.1% | $4,139-71.2% |
| Admin fee / account holder | $12,004 | $6,352+89.0% | $14,116-15.0% | $7,234+65.9% |