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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 | $23,735 | $45,050-47.3% | $63,018-62.3% | $70,126-66.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 3.50% | 18.76%-15.3pp | 87.62%-84.1pp | 73.15%-69.6pp |
| Employer contribution / active EE | $903 | $2,052-56.0% | $2,761-67.3% | $2,343-61.4% |
| Participant deferral / active EE | $903 | $2,466-63.4% | $3,330-72.9% | $3,332-72.9% |
| Admin fee / account holder | $3,548 | $2,834+25.2% | $3,601-1.5% | $4,645-23.6% |