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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 | $40,190 | $67,602-40.5% | $82,312-51.2% | $70,126-42.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 1.95% | 21.57%-19.6pp | 25.88%-23.9pp | 73.15%-71.2pp |
| Employer contribution / active EE | $2,669 | $1,755+52.1% | $2,428+9.9% | $2,343+13.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,351 | $4,512-47.9% | $5,608-58.1% | $4,645-49.4% |