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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 | $26,219 | $84,236-68.9% | $170,435-84.6% | $70,126-62.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.09% | 23.06%-11.0pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $2,299 | $3,387-32.1% | $5,432-57.7% | $2,343-1.9% |
| Participant deferral / active EE | $3,737 | $3,086+21.1% | $4,939-24.3% | $3,332+12.2% |
| Admin fee / account holder | $2,703 | $5,698-52.6% | $13,881-80.5% | $4,645-41.8% |