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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 | $23,101 | $54,541-57.6% | $78,778-70.7% | $70,126-67.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.57% | 21.07%-10.5pp | 35.62%-25.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,846 | $1,089+69.6% | $1,986-7.0% | $2,343-21.2% |
| Participant deferral / active EE | $1,135 | $2,210-48.6% | $2,958-61.6% | $3,332-65.9% |
| Admin fee / account holder | $1,188 | $3,709-68.0% | $5,134-76.9% | $4,645-74.4% |