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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 | $22,234 | $61,390-63.8% | $112,228-80.2% | $75,177-70.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 10.58% | 28.47%-17.9pp | 30.23%-19.7pp | 160.75%-150.2pp |
| Employer contribution / active EE | $5,000 | $2,015+148.2% | $3,432+45.7% | $2,671+87.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $685 | $4,862-85.9% | $7,752-91.2% | $5,651-87.9% |