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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 | $13,165 | $49,249-73.3% | $70,476-81.3% | $79,852-83.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.79% | 30.09%-25.3pp | 109.12%-104.3pp | 31.72%-26.9pp |
| Employer contribution / active EE | $667 | $2,100-68.3% | $2,738-75.7% | $2,471-73.0% |
| Participant deferral / active EE | $1,025 | $2,769-63.0% | $3,710-72.4% | $3,740-72.6% |
| Admin fee / account holder | $2,518 | $2,878-12.5% | $3,847-34.5% | $5,306-52.5% |