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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 | $12,407 | $51,202-75.8% | $70,548-82.4% | $75,181-83.5% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 5.74% | 30.05%-24.3pp | 32.78%-27.0pp | 160.69%-154.9pp |
| Employer contribution / active EE | $1,574 | $1,827-13.9% | $2,975-47.1% | $2,671-41.1% |
| Participant deferral / active EE | $1,760 | $2,850-38.2% | $4,567-61.5% | $4,126-57.3% |
| Admin fee / account holder | $363 | $4,094-91.1% | $6,424-94.3% | $5,650-93.6% |