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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 | $32,367 | $56,054-42.3% | $171,082-81.1% | $62,881-48.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 2.44% | 22.52%-20.1pp | 32.56%-30.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $2,679 | $1,731+54.7% | $4,002-33.1% | $2,281+17.4% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,335 | $3,647-63.4% | $8,520-84.3% | $4,296-68.9% |