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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 | $18,424 | $45,087-59.1% | $69,483-73.5% | $72,976-74.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 2.53% | 22.67%-20.1pp | 28.99%-26.5pp | 81.02%-78.5pp |
| Employer contribution / active EE | $1,306 | $2,055-36.5% | $2,780-53.0% | $2,440-46.5% |
| Participant deferral / active EE | $833 | $2,603-68.0% | $3,537-76.5% | $3,608-76.9% |
| Admin fee / account holder | $6,074 | $3,057+98.7% | $3,841+58.1% | $5,124+18.5% |