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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 | $26,434 | $64,920-59.3% | $103,693-74.5% | $86,983-69.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 11.73% | 30.29%-18.6pp | 47.61%-35.9pp | 25.83%-14.1pp |
| Employer contribution / active EE | $2,823 | $2,141+31.9% | $2,920-3.3% | $2,584+9.2% |
| Participant deferral / active EE | $2,789 | $3,241-14.0% | $4,579-39.1% | $4,194-33.5% |
| Admin fee / account holder | $2,920 | $6,191-52.8% | $7,858-62.8% | $7,856-62.8% |