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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 | $17,889 | $45,050-60.3% | $63,018-71.6% | $70,126-74.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.37% | 18.76%-8.4pp | 87.62%-77.2pp | 73.15%-62.8pp |
| Employer contribution / active EE | $2,310 | $2,052+12.6% | $2,761-16.3% | $2,343-1.4% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $614 | $2,834-78.3% | $3,601-82.9% | $4,645-86.8% |