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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 | $64,517-65.9% | $81,438-73.0% | $80,874-72.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 8.26% | 16.35%-8.1pp | 24.74%-16.5pp | 35.62%-27.4pp |
| Employer contribution / active EE | $909 | $1,982-54.1% | $2,460-63.1% | $2,756-67.0% |
| Participant deferral / active EE | $0 | $3,096-100.0% | $3,883-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,384 | $5,677-75.6% | $5,764-76.0% | $6,935-80.0% |