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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 | $19,265 | $46,877-58.9% | $122,354-84.3% | $70,126-72.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 8.17% | 24.22%-16.0pp | 30.28%-22.1pp | 73.15%-65.0pp |
| Employer contribution / active EE | $624 | $1,288-51.5% | $4,051-84.6% | $2,343-73.3% |
| Participant deferral / active EE | $852 | $2,167-60.7% | $3,287-74.1% | $3,332-74.4% |
| Admin fee / account holder | $6,621 | $3,324+99.2% | $5,479+20.9% | $4,645+42.5% |