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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 | $23,975 | $57,590-58.4% | $86,233-72.2% | $82,448-70.9% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 12.38% | 22.41%-10.0pp | 61.39%-49.0pp | 41.64%-29.3pp |
| Employer contribution / active EE | $608 | $1,655-63.3% | $2,504-75.7% | $2,551-76.2% |
| Participant deferral / active EE | $3,170 | $3,080+2.9% | $4,559-30.5% | $4,139-23.4% |
| Admin fee / account holder | $2,819 | $4,730-40.4% | $8,342-66.2% | $7,234-61.0% |