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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 | $24,590 | $55,684-55.8% | $75,900-67.6% | $72,976-66.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 15.15% | 27.60%-12.4pp | 30.73%-15.6pp | 81.02%-65.9pp |
| Employer contribution / active EE | $1,613 | $1,687-4.4% | $2,501-35.5% | $2,440-33.9% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $810 | $3,981-79.7% | $5,421-85.1% | $5,124-84.2% |