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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 | $6,628 | $75,541-91.2% | $152,093-95.6% | $82,637-92.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.86% | 32.56%-21.7pp | 66.36%-55.5pp | 53.51%-42.6pp |
| Employer contribution / active EE | $1,651 | $2,622-37.0% | $4,175-60.5% | $2,552-35.3% |
| Participant deferral / active EE | $1,978 | $3,206-38.3% | $5,451-63.7% | $4,126-52.1% |
| Admin fee / account holder | $308 | $6,405-95.2% | $14,497-97.9% | $7,339-95.8% |