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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 | $81,233-66.4% | $155,567-82.5% | $80,874-66.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 2.79% | 33.33%-30.5pp | 64.74%-61.9pp | 35.62%-32.8pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,520 | $3,452+59.9% | $5,628-1.9% | $4,297+28.5% |
| Admin fee / account holder | $815 | $7,998-89.8% | $15,916-94.9% | $6,935-88.3% |