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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 | $27,758 | $68,878-59.7% | $120,574-77.0% | $80,935-65.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 8.77% | 23.67%-14.9pp | 107.42%-98.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,801 | $2,065-12.8% | $3,471-48.1% | $2,757-34.7% |
| Participant deferral / active EE | $5,200 | $3,189+63.1% | $4,996+4.1% | $4,299+20.9% |
| Admin fee / account holder | $4,029 | $5,782-30.3% | $9,445-57.3% | $6,924-41.8% |