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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 | $29,704 | $48,364-38.6% | $71,796-58.6% | $62,881-52.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 0.95% | 13.16%-12.2pp | 78.04%-77.1pp | 20.14%-19.2pp |
| Employer contribution / active EE | $1,483 | $1,042+42.3% | $1,924-22.9% | $2,281-35.0% |
| Participant deferral / active EE | $1,655 | $2,091-20.9% | $2,794-40.8% | $3,203-48.3% |
| Admin fee / account holder | $2,303 | $3,771-38.9% | $4,815-52.2% | $4,296-46.4% |