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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 | $34,238 | $54,757-37.5% | $90,304-62.1% | $72,975-53.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.87% | 30.63%-24.8pp | 78.13%-72.3pp | 81.01%-75.1pp |
| Employer contribution / active EE | $1,379 | $2,093-34.1% | $2,855-51.7% | $2,440-43.5% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,825 | $3,973-54.1% | $5,354-65.9% | $5,124-64.4% |