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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 | $27,276 | $67,602-59.7% | $82,312-66.9% | $70,126-61.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.57% | 21.57%-11.0pp | 25.88%-15.3pp | 73.15%-62.6pp |
| Employer contribution / active EE | $2,700 | $1,755+53.9% | $2,428+11.2% | $2,343+15.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,391 | $4,512-69.2% | $5,608-75.2% | $4,645-70.1% |