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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 | $32,599 | $39,132-16.7% | $57,196-43.0% | $62,881-48.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.21% | 9.24%-9.4pp | 14.59%-14.8pp | 20.14%-20.3pp |
| Employer contribution / active EE | $1,180 | $1,874-37.0% | $2,683-56.0% | $2,281-48.3% |
| Participant deferral / active EE | $747 | $2,374-68.5% | $3,096-75.9% | $3,203-76.7% |
| Admin fee / account holder | $420 | $2,594-83.8% | $3,141-86.6% | $4,296-90.2% |