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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 | $14,666 | $64,517-77.3% | $81,438-82.0% | $80,874-81.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 7.58% | 16.35%-8.8pp | 24.74%-17.2pp | 35.62%-28.0pp |
| Employer contribution / active EE | $2,911 | $1,982+46.9% | $2,460+18.3% | $2,756+5.7% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $702 | $5,677-87.6% | $5,764-87.8% | $6,935-89.9% |