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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 | $27,260 | $81,358-66.5% | $155,556-82.5% | $80,959-66.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 2.79% | 33.39%-30.6pp | 64.84%-62.1pp | 35.67%-32.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,520 | $3,455+59.7% | $5,631-2.0% | $4,300+28.4% |
| Admin fee / account holder | $815 | $7,994-89.8% | $15,885-94.9% | $6,925-88.2% |