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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 | $21,843 | $58,493-62.7% | $84,021-74.0% | $72,975-70.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 12.59% | 28.93%-16.3pp | 71.32%-58.7pp | 81.01%-68.4pp |
| Employer contribution / active EE | $571 | $1,163-50.9% | $1,984-71.2% | $2,440-76.6% |
| Participant deferral / active EE | $1,667 | $2,394-30.4% | $3,239-48.5% | $3,608-53.8% |
| Admin fee / account holder | $4,834 | $4,569+5.8% | $6,102-20.8% | $5,124-5.7% |