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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 | $27,186 | $54,763-50.4% | $90,324-69.9% | $72,976-62.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 11.19% | 30.63%-19.4pp | 78.15%-67.0pp | 81.02%-69.8pp |
| Employer contribution / active EE | $609 | $2,093-70.9% | $2,856-78.7% | $2,440-75.0% |
| Participant deferral / active EE | $2,094 | $2,887-27.5% | $3,885-46.1% | $3,608-41.9% |
| Admin fee / account holder | $351 | $3,973-91.2% | $5,356-93.5% | $5,124-93.2% |