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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 | $69,444-56.1% | $92,985-67.2% | $87,485-65.2% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 2.90% | 23.85%-20.9pp | 27.99%-25.1pp | 26.06%-23.2pp |
| Employer contribution / active EE | $2,885 | $1,917+50.5% | $2,662+8.4% | $2,596+11.1% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $641 | $6,137-89.5% | $9,463-93.2% | $7,775-91.8% |