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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 | $18,916 | $84,236-77.5% | $170,435-88.9% | $70,126-73.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.65% | 23.06%-12.4pp | 205.94%-195.3pp | 73.15%-62.5pp |
| Employer contribution / active EE | $1,637 | $3,387-51.7% | $5,432-69.9% | $2,343-30.1% |
| Participant deferral / active EE | $2,076 | $3,086-32.7% | $4,939-58.0% | $3,332-37.7% |
| Admin fee / account holder | $1,143 | $5,698-79.9% | $13,881-91.8% | $4,645-75.4% |