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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 | $22,031 | $58,493-62.3% | $84,021-73.8% | $72,975-69.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 4.44% | 28.93%-24.5pp | 71.32%-66.9pp | 81.01%-76.6pp |
| Employer contribution / active EE | $2,902 | $1,163+149.5% | $1,984+46.3% | $2,440+18.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,138 | $4,569-31.3% | $6,102-48.6% | $5,124-38.8% |