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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 | $43,175 | $86,922-50.3% | $102,438-57.9% | $80,874-46.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 0.71% | 18.90%-18.2pp | 29.37%-28.7pp | 35.62%-34.9pp |
| Employer contribution / active EE | $7,039 | $2,369+197.1% | $3,024+132.8% | $2,756+155.4% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,660 | $8,050-29.7% | $9,448-40.1% | $6,935-18.4% |