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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 | $58,848-59.3% | $88,179-72.8% | $82,637-71.0% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 12.38% | 22.76%-10.4pp | 64.97%-52.6pp | 53.51%-41.1pp |
| Employer contribution / active EE | $608 | $1,678-63.8% | $2,549-76.2% | $2,552-76.2% |
| Participant deferral / active EE | $3,170 | $3,124+1.5% | $4,614-31.3% | $4,126-23.2% |
| Admin fee / account holder | $2,819 | $4,795-41.2% | $7,673-63.3% | $7,339-61.6% |