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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 | $21,255 | $56,287-62.2% | $80,977-73.8% | $62,881-66.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | -1.89% | 22.13%-24.0pp | 17.11%-19.0pp | 20.14%-22.0pp |
| Employer contribution / active EE | $4,937 | $1,943+154.1% | $3,715+32.9% | $2,281+116.4% |
| Participant deferral / active EE | $3,428 | $4,196-18.3% | $5,696-39.8% | $3,203+7.0% |
| Admin fee / account holder | $1,556 | $3,742-58.4% | $5,517-71.8% | $4,296-63.8% |