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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 | $27,694 | $81,331-65.9% | $155,534-82.2% | $80,935-65.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 5.85% | 33.37%-27.5pp | 64.92%-59.1pp | 35.66%-29.8pp |
| Employer contribution / active EE | $718 | $3,105-76.9% | $4,675-84.6% | $2,757-74.0% |
| Participant deferral / active EE | $2,702 | $3,454-21.8% | $5,630-52.0% | $4,299-37.1% |
| Admin fee / account holder | $32,703 | $7,999+308.8% | $15,900+105.7% | $6,924+372.3% |