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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 | $18,962 | $35,183-46.1% | $73,550-74.2% | $70,126-73.0% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 11.44% | 26.90%-15.5pp | -15.16%+26.6pp | 73.15%-61.7pp |
| Employer contribution / active EE | $2,627 | $709+270.7% | $1,219+115.5% | $2,343+12.1% |
| Participant deferral / active EE | $2,064 | $1,220+69.2% | $1,804+14.4% | $3,332-38.0% |
| Admin fee / account holder | $1,018 | $2,302-55.8% | $2,320-56.1% | $4,645-78.1% |