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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 | $16,683 | $39,132-57.4% | $57,196-70.8% | $62,881-73.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.15% | 9.24%-9.4pp | 14.59%-14.7pp | 20.14%-20.3pp |
| Employer contribution / active EE | $2,435 | $1,874+29.9% | $2,683-9.2% | $2,281+6.7% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $515 | $2,594-80.1% | $3,141-83.6% | $4,296-88.0% |