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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 | $19,907 | $46,877-57.5% | $122,354-83.7% | $70,126-71.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 8.56% | 24.22%-15.7pp | 30.28%-21.7pp | 73.15%-64.6pp |
| Employer contribution / active EE | $1,120 | $1,288-13.1% | $4,051-72.4% | $2,343-52.2% |
| Participant deferral / active EE | $1,529 | $2,167-29.4% | $3,287-53.5% | $3,332-54.1% |
| Admin fee / account holder | $501 | $3,324-84.9% | $5,479-90.9% | $4,645-89.2% |