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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 | $18,783 | $41,377-54.6% | $109,313-82.8% | $62,881-70.1% |
| Participation rate | 96.0% | 57.5%+38.5pp | 71.3%+24.7pp | 69.3%+26.7pp |
| Annual return | 0.31% | 11.05%-10.7pp | 22.07%-21.8pp | 20.14%-19.8pp |
| Employer contribution / active EE | $328 | $1,276-74.3% | $3,892-91.6% | $2,281-85.6% |
| Participant deferral / active EE | $1,633 | $2,045-20.1% | $3,166-48.4% | $3,203-49.0% |
| Admin fee / account holder | $20,406 | $2,884+607.6% | $5,666+260.1% | $4,296+375.0% |