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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 | $22,716 | $62,672-63.8% | $185,117-87.7% | $70,126-67.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 6.88% | 40.79%-33.9pp | 40.50%-33.6pp | 73.15%-66.3pp |
| Employer contribution / active EE | $2,213 | $1,753+26.2% | $4,182-47.1% | $2,343-5.5% |
| Participant deferral / active EE | $1,632 | $3,272-50.1% | $5,045-67.7% | $3,332-51.0% |
| Admin fee / account holder | $3,025 | $3,932-23.1% | $8,159-62.9% | $4,645-34.9% |