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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 | $18,854 | $84,236-77.6% | $170,435-88.9% | $70,126-73.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.13% | 23.06%-10.9pp | 205.94%-193.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $411 | $3,387-87.9% | $5,432-92.4% | $2,343-82.5% |
| Participant deferral / active EE | $969 | $3,086-68.6% | $4,939-80.4% | $3,332-70.9% |
| Admin fee / account holder | $823 | $5,698-85.6% | $13,881-94.1% | $4,645-82.3% |