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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 | $29,664 | $41,377-28.3% | $109,313-72.9% | $62,881-52.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 0.44% | 11.05%-10.6pp | 22.07%-21.6pp | 20.14%-19.7pp |
| Employer contribution / active EE | $951 | $1,276-25.5% | $3,892-75.6% | $2,281-58.3% |
| Participant deferral / active EE | $2,066 | $2,045+1.0% | $3,166-34.7% | $3,203-35.5% |
| Admin fee / account holder | $2,063 | $2,884-28.5% | $5,666-63.6% | $4,296-52.0% |