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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 | $33,378 | $77,449-56.9% | $69,483-52.0% | $152,909-78.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 2.83% | 39.09%-36.3pp | 28.99%-26.2pp | 345.46%-342.6pp |
| Employer contribution / active EE | $1,695 | $3,316-48.9% | $2,780-39.0% | $4,764-64.4% |
| Participant deferral / active EE | $3,803 | $4,415-13.8% | $3,537+7.5% | $5,851-35.0% |
| Admin fee / account holder | $526 | $6,210-91.5% | $3,841-86.3% | $11,601-95.5% |