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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 | $19,034 | $39,132-51.4% | $57,196-66.7% | $62,881-69.7% |
| Participation rate | 93.8% | 70.5%+23.3pp | 75.3%+18.4pp | 69.3%+24.4pp |
| Annual return | 0.27% | 9.24%-9.0pp | 14.59%-14.3pp | 20.14%-19.9pp |
| Employer contribution / active EE | $706 | $1,874-62.3% | $2,683-73.7% | $2,281-69.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $353 | $2,594-86.4% | $3,141-88.8% | $4,296-91.8% |