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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 | $27,853 | $77,638-64.1% | $156,551-82.2% | $62,881-55.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 3.06% | 50.33%-47.3pp | 32.23%-29.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $2,104 | $3,444-38.9% | $5,501-61.8% | $2,281-7.8% |
| Participant deferral / active EE | $1,060 | $3,046-65.2% | $4,871-78.2% | $3,203-66.9% |
| Admin fee / account holder | $3,607 | $5,561-35.1% | $13,028-72.3% | $4,296-16.0% |