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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 | $20,107 | $63,082-68.1% | $81,716-75.4% | $79,852-74.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 4.09% | 22.66%-18.6pp | 29.49%-25.4pp | 31.72%-27.6pp |
| Employer contribution / active EE | $2,000 | $1,795+11.4% | $4,310-53.6% | $2,471-19.1% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,513 | $4,428+92.2% | $5,159+65.0% | $5,306+60.4% |