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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 | $21,286 | $51,207-58.4% | $70,565-69.8% | $75,177-71.7% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 8.39% | 30.05%-21.7pp | 32.79%-24.4pp | 160.75%-152.4pp |
| Employer contribution / active EE | $2,086 | $1,826+14.2% | $2,976-29.9% | $2,671-21.9% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $557 | $4,097-86.4% | $6,430-91.3% | $5,651-90.1% |