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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 | $21,958 | $45,079-51.3% | $69,461-68.4% | $72,983-69.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.56% | 22.65%-18.1pp | 28.97%-24.4pp | 81.01%-76.4pp |
| Employer contribution / active EE | $2,826 | $2,055+37.5% | $2,779+1.7% | $2,440+15.8% |
| Participant deferral / active EE | $2,352 | $2,603-9.6% | $3,536-33.5% | $3,608-34.8% |
| Admin fee / account holder | $542 | $3,056-82.3% | $3,840-85.9% | $5,124-89.4% |