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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 | $63,773-65.5% | $81,286-72.9% | $80,925-72.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 8.26% | 16.37%-8.1pp | 24.80%-16.5pp | 35.65%-27.4pp |
| Employer contribution / active EE | $909 | $1,979-54.1% | $2,463-63.1% | $2,756-67.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,384 | $5,682-75.6% | $5,764-76.0% | $6,940-80.1% |