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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 | $48,337-63.2% | $67,560-73.6% | $80,959-78.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.14% | 18.26%-8.1pp | 3533.50%-3523.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $2,243 | $2,023+10.9% | $2,737-18.0% | $2,757-18.6% |
| Participant deferral / active EE | $3,454 | $2,928+18.0% | $4,004-13.7% | $4,300-19.7% |
| Admin fee / account holder | $1,571 | $3,695-57.5% | $3,994-60.7% | $6,925-77.3% |