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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 | $10,793 | $35,183-69.3% | $73,550-85.3% | $70,126-84.6% |
| Participation rate | 96.6% | 42.9%+53.6pp | 54.9%+41.6pp | 69.5%+27.0pp |
| Annual return | 5.17% | 26.90%-21.7pp | -15.16%+20.3pp | 73.15%-68.0pp |
| Employer contribution / active EE | $431 | $709-39.2% | $1,219-64.6% | $2,343-81.6% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $501 | $2,302-78.2% | $2,320-78.4% | $4,645-89.2% |