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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 | $20,699 | $39,132-47.1% | $57,196-63.8% | $62,881-67.1% |
| Participation rate | 81.3% | 70.5%+10.8pp | 75.3%+5.9pp | 69.3%+11.9pp |
| Annual return | -0.05% | 9.24%-9.3pp | 14.59%-14.6pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,735 | $1,874-7.4% | $2,683-35.3% | $2,281-23.9% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $337 | $2,594-87.0% | $3,141-89.3% | $4,296-92.1% |