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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 | $22,636 | $87,166-74.0% | $76,735-70.5% | $137,256-83.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 2.29% | 26.50%-24.2pp | 29.77%-27.5pp | 220.34%-218.0pp |
| Employer contribution / active EE | $2,238 | $2,904-22.9% | $2,454-8.8% | $4,156-46.2% |
| Participant deferral / active EE | $2,238 | $4,726-52.6% | $4,088-45.3% | $6,407-65.1% |
| Admin fee / account holder | $840 | $8,403-90.0% | $7,189-88.3% | $12,270-93.2% |