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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 | $50,180 | $58,493-14.2% | $84,021-40.3% | $72,975-31.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 0.08% | 28.93%-28.9pp | 71.32%-71.2pp | 81.01%-80.9pp |
| Employer contribution / active EE | $1,478 | $1,163+27.0% | $1,984-25.5% | $2,440-39.4% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,044 | $4,569-55.3% | $6,102-66.5% | $5,124-60.1% |