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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 | $30,934 | $48,078-35.7% | $78,676-60.7% | $62,881-50.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.07% | 31.36%-27.3pp | 62.19%-58.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $728 | $2,015-63.9% | $2,850-74.5% | $2,281-68.1% |
| Participant deferral / active EE | $1,870 | $2,587-27.7% | $3,517-46.8% | $3,203-41.6% |
| Admin fee / account holder | $2,369 | $3,206-26.1% | $4,510-47.5% | $4,296-44.8% |