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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 | $65,883 | $64,920+1.5% | $103,693-36.5% | $86,983-24.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 8.16% | 30.29%-22.1pp | 47.61%-39.4pp | 25.83%-17.7pp |
| Employer contribution / active EE | $360 | $2,141-83.2% | $2,920-87.7% | $2,584-86.1% |
| Participant deferral / active EE | $889 | $3,241-72.6% | $4,579-80.6% | $4,194-78.8% |
| Admin fee / account holder | $3,237 | $6,191-47.7% | $7,858-58.8% | $7,856-58.8% |