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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 | $22,304 | $81,262-72.6% | $155,602-85.7% | $80,911-72.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 6.97% | 33.34%-26.4pp | 64.81%-57.8pp | 35.63%-28.7pp |
| Employer contribution / active EE | $1,458 | $3,102-53.0% | $4,675-68.8% | $2,756-47.1% |
| Participant deferral / active EE | $1,955 | $3,451-43.4% | $5,629-65.3% | $4,297-54.5% |
| Admin fee / account holder | $2,205 | $7,992-72.4% | $15,923-86.2% | $6,935-68.2% |