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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 | $13,845 | $65,712-78.9% | $57,196-75.8% | $273,972-94.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.98% | 22.01%-23.0pp | 14.59%-15.6pp | 41.46%-42.4pp |
| Employer contribution / active EE | $738 | $3,280-77.5% | $2,683-72.5% | $4,869-84.8% |
| Participant deferral / active EE | $858 | $3,782-77.3% | $3,096-72.3% | $5,287-83.8% |
| Admin fee / account holder | $696 | $4,838-85.6% | $3,141-77.8% | $10,133-93.1% |