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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 | $55,568 | $49,025+13.3% | $87,502-36.5% | $62,881-11.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 1.06% | 10.02%-9.0pp | 12.21%-11.2pp | 20.14%-19.1pp |
| Employer contribution / active EE | $821 | $1,372-40.2% | $2,550-67.8% | $2,281-64.0% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,249 | $4,065+78.3% | $4,221+71.8% | $4,296+68.8% |