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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 | $20,603 | $35,183-41.4% | $73,550-72.0% | $70,126-70.6% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 11.29% | 26.90%-15.6pp | -15.16%+26.5pp | 73.15%-61.9pp |
| Employer contribution / active EE | $2,439 | $709+244.2% | $1,219+100.1% | $2,343+4.1% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $407 | $2,302-82.3% | $2,320-82.5% | $4,645-91.2% |