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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 | $28,991 | $41,377-29.9% | $109,313-73.5% | $62,881-53.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 3.98% | 11.05%-7.1pp | 22.07%-18.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $936 | $1,276-26.7% | $3,892-76.0% | $2,281-59.0% |
| Participant deferral / active EE | $903 | $2,045-55.8% | $3,166-71.5% | $3,203-71.8% |
| Admin fee / account holder | $4,052 | $2,884+40.5% | $5,666-28.5% | $4,296-5.7% |