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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 | $23,664 | $102,245-76.9% | $89,340-73.5% | $137,256-82.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.70% | 21.89%-14.2pp | 20.57%-12.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $193 | $2,529-92.4% | $2,231-91.4% | $4,156-95.4% |
| Participant deferral / active EE | $911 | $4,436-79.5% | $3,823-76.2% | $6,407-85.8% |
| Admin fee / account holder | $20,499 | $8,085+153.5% | $6,704+205.8% | $12,270+67.1% |