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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 | $15,478 | $49,255-68.6% | $70,494-78.0% | $79,856-80.6% |
| Participation rate | 97.9% | 69.2%+28.7pp | 75.1%+22.8pp | 69.6%+28.2pp |
| Annual return | 5.11% | 30.10%-25.0pp | 109.16%-104.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,928 | $2,100-8.2% | $2,738-29.6% | $2,471-22.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,277 | $2,879-55.6% | $3,848-66.8% | $5,306-75.9% |