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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 | $20,296 | $60,139-66.3% | $90,461-77.6% | $79,856-74.6% |
| Participation rate | 71.4% | 65.0%+6.4pp | 72.7%-1.3pp | 69.6%+1.8pp |
| Annual return | 2.70% | 71.96%-69.3pp | 1294.76%-1292.1pp | 31.71%-29.0pp |
| Employer contribution / active EE | $600 | $2,069-71.0% | $3,264-81.6% | $2,471-75.7% |
| Participant deferral / active EE | $1,085 | $2,939-63.1% | $3,964-72.6% | $3,741-71.0% |
| Admin fee / account holder | $686 | $3,978-82.8% | $5,617-87.8% | $5,306-87.1% |