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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 | $33,649 | $68,586-50.9% | $120,380-72.0% | $80,911-58.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 9.33% | 23.62%-14.3pp | 107.28%-97.9pp | 35.63%-26.3pp |
| Employer contribution / active EE | $3,472 | $2,053+69.2% | $3,465+0.2% | $2,756+26.0% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,992-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,509 | $5,733+13.5% | $9,421-30.9% | $6,935-6.1% |