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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 | $18,721 | $58,057-67.8% | $97,032-80.7% | $86,983-78.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 4.33% | 22.26%-17.9pp | 35.38%-31.0pp | 25.83%-21.5pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,007 | $3,244-68.9% | $4,672-78.4% | $4,194-76.0% |
| Admin fee / account holder | $2,212 | $4,839-54.3% | $9,418-76.5% | $7,856-71.8% |