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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 | $23,362 | $64,920-64.0% | $103,693-77.5% | $86,983-73.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 8.97% | 30.29%-21.3pp | 47.61%-38.6pp | 25.83%-16.9pp |
| Employer contribution / active EE | $3,210 | $2,141+49.9% | $2,920+9.9% | $2,584+24.2% |
| Participant deferral / active EE | $1,015 | $3,241-68.7% | $4,579-77.8% | $4,194-75.8% |
| Admin fee / account holder | $10,158 | $6,191+64.1% | $7,858+29.3% | $7,856+29.3% |