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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 | $30,601 | $49,249-37.9% | $70,476-56.6% | $79,852-61.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 2.64% | 30.09%-27.5pp | 109.12%-106.5pp | 31.72%-29.1pp |
| Employer contribution / active EE | $612 | $2,100-70.9% | $2,738-77.6% | $2,471-75.2% |
| Participant deferral / active EE | $1,667 | $2,769-39.8% | $3,710-55.1% | $3,740-55.4% |
| Admin fee / account holder | $512 | $2,878-82.2% | $3,847-86.7% | $5,306-90.4% |