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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 | $19,542 | $51,638-62.2% | $68,368-71.4% | $82,448-76.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 4.70% | 37.53%-32.8pp | 292.57%-287.9pp | 41.64%-36.9pp |
| Employer contribution / active EE | $341 | $2,047-83.3% | $2,649-87.1% | $2,551-86.6% |
| Participant deferral / active EE | $775 | $2,914-73.4% | $4,123-81.2% | $4,139-81.3% |
| Admin fee / account holder | $3,922 | $4,643-15.5% | $5,150-23.8% | $7,234-45.8% |