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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 | $43,190 | $65,712-34.3% | $57,196-24.5% | $273,972-84.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.11% | 22.01%-22.1pp | 14.59%-14.7pp | 41.46%-41.6pp |
| Employer contribution / active EE | $498 | $3,280-84.8% | $2,683-81.4% | $4,869-89.8% |
| Participant deferral / active EE | $6,730 | $3,782+78.0% | $3,096+117.4% | $5,287+27.3% |
| Admin fee / account holder | $552 | $4,838-88.6% | $3,141-82.4% | $10,133-94.6% |