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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 | $38,887 | $48,078-19.1% | $78,676-50.6% | $62,881-38.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.09% | 31.36%-31.3pp | 62.19%-62.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $739 | $2,015-63.3% | $2,850-74.1% | $2,281-67.6% |
| Participant deferral / active EE | $2,240 | $2,587-13.4% | $3,517-36.3% | $3,203-30.1% |
| Admin fee / account holder | $1,646 | $3,206-48.6% | $4,510-63.5% | $4,296-61.7% |