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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 | $37,035 | $75,720-51.1% | $90,312-59.0% | $86,983-57.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 4.04% | 18.55%-14.5pp | 18.90%-14.9pp | 25.83%-21.8pp |
| Employer contribution / active EE | $12,171 | $1,945+525.7% | $2,243+442.8% | $2,584+370.9% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $966 | $6,201-84.4% | $8,248-88.3% | $7,856-87.7% |