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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 | $76,564-60.2% | $105,582-71.2% | $94,015-67.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 2.90% | 20.69%-17.8pp | 18.61%-15.7pp | 17.84%-14.9pp |
| Employer contribution / active EE | $2,885 | $1,995+44.6% | $2,984-3.3% | $2,790+3.4% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $641 | $7,129-91.0% | $12,856-95.0% | $8,951-92.8% |