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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 | $24,846 | $48,078-48.3% | $78,676-68.4% | $62,881-60.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 1.91% | 31.36%-29.4pp | 62.19%-60.3pp | 20.14%-18.2pp |
| Employer contribution / active EE | $1,231 | $2,015-38.9% | $2,850-56.8% | $2,281-46.0% |
| Participant deferral / active EE | $2,756 | $2,587+6.5% | $3,517-21.6% | $3,203-13.9% |
| Admin fee / account holder | $401 | $3,206-87.5% | $4,510-91.1% | $4,296-90.7% |