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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 | $16,934 | $59,804-71.7% | $81,982-79.3% | $79,856-78.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 7.31% | 17.56%-10.2pp | 41.31%-34.0pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,342 | $1,713-21.7% | $2,498-46.3% | $2,471-45.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $943 | $4,288-78.0% | $5,665-83.4% | $5,306-82.2% |