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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 | $17,841 | $46,877-61.9% | $122,354-85.4% | $70,124-74.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 11.10% | 24.22%-13.1pp | 30.28%-19.2pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,568 | $1,288+99.4% | $4,051-36.6% | $2,342+9.6% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $864 | $3,324-74.0% | $5,479-84.2% | $4,645-81.4% |