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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 | $29,259 | $58,627-50.1% | $76,735-61.9% | $82,448-64.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 9.22% | 39.10%-29.9pp | 29.77%-20.5pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,953 | $1,729+13.0% | $2,454-20.4% | $2,551-23.4% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,831 | $5,323-28.0% | $7,189-46.7% | $7,234-47.0% |