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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 | $42,576 | $65,041-34.5% | $90,965-53.2% | $79,858-46.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 6.53% | 30.45%-23.9pp | 134.57%-128.0pp | 31.72%-25.2pp |
| Employer contribution / active EE | $2,699 | $1,247+116.4% | $2,122+27.2% | $2,471+9.2% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $533 | $4,536-88.2% | $5,960-91.1% | $5,306-89.9% |