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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 | $25,856 | $53,777-51.9% | $134,155-80.7% | $79,858-67.6% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 9.96% | 19.01%-9.0pp | 36.34%-26.4pp | 31.72%-21.8pp |
| Employer contribution / active EE | $609 | $1,321-53.9% | $3,705-83.6% | $2,471-75.4% |
| Participant deferral / active EE | $1,960 | $2,420-19.0% | $3,500-44.0% | $3,740-47.6% |
| Admin fee / account holder | $463 | $3,984-88.4% | $6,685-93.1% | $5,306-91.3% |