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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 | $29,708 | $39,132-24.1% | $57,196-48.1% | $62,881-52.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.42% | 9.24%-8.8pp | 14.59%-14.2pp | 20.14%-19.7pp |
| Employer contribution / active EE | $803 | $1,874-57.2% | $2,683-70.1% | $2,281-64.8% |
| Participant deferral / active EE | $1,151 | $2,374-51.5% | $3,096-62.8% | $3,203-64.1% |
| Admin fee / account holder | $6,466 | $2,594+149.3% | $3,141+105.9% | $4,296+50.5% |