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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 | $35,112 | $93,692-62.5% | $116,538-69.9% | $86,983-59.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.73% | 26.00%-25.3pp | 17.97%-17.2pp | 25.83%-25.1pp |
| Employer contribution / active EE | $4,535 | $3,831+18.4% | $4,541-0.1% | $2,584+75.5% |
| Participant deferral / active EE | $0 | $5,612-100.0% | $6,207-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,625 | $7,586-65.4% | $8,737-70.0% | $7,856-66.6% |