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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 | $33,907 | $46,599-27.2% | $64,101-47.1% | $75,173-54.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 2.60% | 26.06%-23.5pp | 33.72%-31.1pp | 160.72%-158.1pp |
| Employer contribution / active EE | $525 | $1,975-73.4% | $2,749-80.9% | $2,671-80.4% |
| Participant deferral / active EE | $1,267 | $2,837-55.4% | $3,881-67.4% | $4,126-69.3% |
| Admin fee / account holder | $993 | $2,956-66.4% | $3,070-67.7% | $5,651-82.4% |