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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 | $16,681 | $55,684-70.0% | $75,900-78.0% | $72,976-77.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 1.14% | 27.60%-26.5pp | 30.73%-29.6pp | 81.02%-79.9pp |
| Employer contribution / active EE | $3,566 | $1,687+111.4% | $2,501+42.6% | $2,440+46.1% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,002 | $3,981-74.8% | $5,421-81.5% | $5,124-80.4% |