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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 | $68,852-59.7% | $120,524-77.0% | $80,925-65.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 8.77% | 23.67%-14.9pp | 107.36%-98.6pp | 35.65%-26.9pp |
| Employer contribution / active EE | $1,801 | $2,063-12.7% | $3,469-48.1% | $2,756-34.7% |
| Participant deferral / active EE | $5,200 | $3,187+63.2% | $4,994+4.1% | $4,299+21.0% |
| Admin fee / account holder | $4,029 | $5,781-30.3% | $9,440-57.3% | $6,940-41.9% |