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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 | $17,548 | $99,345-82.3% | $84,753-79.3% | $273,972-93.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.41% | 22.93%-23.3pp | 22.78%-23.2pp | 41.46%-41.9pp |
| Employer contribution / active EE | $1,335 | $4,214-68.3% | $3,574-62.7% | $4,869-72.6% |
| Participant deferral / active EE | $1,469 | $4,270-65.6% | $3,712-60.4% | $5,287-72.2% |
| Admin fee / account holder | $1,136 | $6,645-82.9% | $5,333-78.7% | $10,133-88.8% |