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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 | $27,842 | $67,606-58.8% | $82,313-66.2% | $70,124-60.3% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 0.22% | 21.57%-21.4pp | 25.88%-25.7pp | 73.14%-72.9pp |
| Employer contribution / active EE | $1,316 | $1,755-25.0% | $2,428-45.8% | $2,342-43.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $348 | $4,512-92.3% | $5,608-93.8% | $4,645-92.5% |