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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 | $30,456 | $59,440-48.8% | $78,004-61.0% | $82,637-63.1% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 2.90% | 40.24%-37.3pp | 31.07%-28.2pp | 53.51%-50.6pp |
| Employer contribution / active EE | $2,885 | $1,750+64.8% | $2,469+16.8% | $2,552+13.0% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $641 | $5,504-88.3% | $7,578-91.5% | $7,339-91.3% |