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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 | $17,809 | $48,314-63.1% | $67,561-73.6% | $80,925-78.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.14% | 18.28%-8.1pp | 3525.44%-3515.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $2,243 | $2,022+10.9% | $2,735-18.0% | $2,756-18.6% |
| Participant deferral / active EE | $3,454 | $2,927+18.0% | $4,003-13.7% | $4,299-19.6% |
| Admin fee / account holder | $1,571 | $3,690-57.4% | $4,006-60.8% | $6,940-77.4% |