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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 | $19,298 | $46,596-58.6% | $64,099-69.9% | $75,181-74.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.07% | 26.04%-17.0pp | 33.70%-24.6pp | 160.69%-151.6pp |
| Employer contribution / active EE | $2,507 | $1,975+26.9% | $2,748-8.8% | $2,671-6.1% |
| Participant deferral / active EE | $3,153 | $2,837+11.1% | $3,881-18.8% | $4,126-23.6% |
| Admin fee / account holder | $7,411 | $2,954+150.8% | $3,070+141.4% | $5,650+31.2% |