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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 | $22,526 | $84,236-73.3% | $170,435-86.8% | $70,126-67.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.99% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $504 | $3,387-85.1% | $5,432-90.7% | $2,343-78.5% |
| Participant deferral / active EE | $1,944 | $3,086-37.0% | $4,939-60.6% | $3,332-41.7% |
| Admin fee / account holder | $4,202 | $5,698-26.3% | $13,881-69.7% | $4,645-9.6% |