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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 | $58,627-48.1% | $76,735-60.3% | $82,448-63.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 2.90% | 39.10%-36.2pp | 29.77%-26.9pp | 41.64%-38.7pp |
| Employer contribution / active EE | $2,885 | $1,729+66.8% | $2,454+17.5% | $2,551+13.1% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $641 | $5,323-87.9% | $7,189-91.1% | $7,234-91.1% |