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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 | $17,085 | $55,713-69.3% | $75,901-77.5% | $72,975-76.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 4.04% | 27.60%-23.6pp | 30.76%-26.7pp | 81.01%-77.0pp |
| Employer contribution / active EE | $2,711 | $1,687+60.7% | $2,501+8.4% | $2,440+11.1% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,624 | $3,980-34.1% | $5,420-51.6% | $5,124-48.8% |