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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 | $20,867 | $59,123-64.7% | $77,183-73.0% | $75,181-72.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 5.22% | 26.72%-21.5pp | 37.89%-32.7pp | 160.69%-155.5pp |
| Employer contribution / active EE | $2,128 | $1,996+6.6% | $2,534-16.0% | $2,671-20.3% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,200 | $4,776-12.1% | $5,475-23.3% | $5,650-25.7% |