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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 | $24,061 | $55,930-57.0% | $76,089-68.4% | $80,925-70.3% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 8.30% | 20.58%-12.3pp | 360.94%-352.6pp | 35.65%-27.3pp |
| Employer contribution / active EE | $2,416 | $1,866+29.5% | $2,690-10.2% | $2,756-12.3% |
| Participant deferral / active EE | $3,548 | $3,051+16.3% | $4,259-16.7% | $4,299-17.5% |
| Admin fee / account holder | $1,080 | $5,241-79.4% | $6,418-83.2% | $6,940-84.4% |