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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 | $32,127 | $48,011-33.1% | $63,803-49.6% | $82,637-61.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 5.34% | 19.84%-14.5pp | 543.72%-538.4pp | 53.51%-48.2pp |
| Employer contribution / active EE | $527 | $1,904-72.3% | $2,532-79.2% | $2,552-79.3% |
| Participant deferral / active EE | $3,696 | $2,846+29.8% | $3,843-3.8% | $4,126-10.4% |
| Admin fee / account holder | $5,448 | $3,873+40.7% | $5,196+4.8% | $7,339-25.8% |