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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 | $13,654 | $65,685-79.2% | $57,181-76.1% | $273,965-95.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -3.51% | 21.99%-25.5pp | 14.59%-18.1pp | 41.45%-45.0pp |
| Employer contribution / active EE | $1,855 | $3,279-43.4% | $2,682-30.8% | $4,869-61.9% |
| Participant deferral / active EE | $2,097 | $3,781-44.5% | $3,096-32.3% | $5,287-60.3% |
| Admin fee / account holder | $7,684 | $4,835+58.9% | $3,139+144.8% | $10,132-24.2% |