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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 | $21,990 | $63,845-65.6% | $81,370-73.0% | $80,959-72.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 8.26% | 16.37%-8.1pp | 24.85%-16.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $909 | $1,980-54.1% | $2,464-63.1% | $2,757-67.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,384 | $5,688-75.7% | $5,749-75.9% | $6,925-80.0% |