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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 | $14,239 | $81,276-82.5% | $155,574-90.8% | $80,925-82.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.60% | 33.36%-23.8pp | 64.87%-55.3pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,833 | $3,103-40.9% | $4,676-60.8% | $2,756-33.5% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $371 | $7,993-95.4% | $15,914-97.7% | $6,940-94.6% |