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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 | $18,900 | $46,877-59.7% | $122,354-84.6% | $70,124-73.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.47% | 24.22%-11.8pp | 30.28%-17.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,798 | $1,288+39.6% | $4,051-55.6% | $2,342-23.2% |
| Participant deferral / active EE | $904 | $2,167-58.3% | $3,287-72.5% | $3,332-72.9% |
| Admin fee / account holder | $422 | $3,324-87.3% | $5,479-92.3% | $4,645-90.9% |