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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 | $48,150 | $81,476-40.9% | $102,383-53.0% | $80,925-40.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.21% | 25.59%-17.4pp | 24.94%-16.7pp | 35.65%-27.4pp |
| Employer contribution / active EE | $1,429 | $3,105-54.0% | $3,870-63.1% | $2,756-48.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $331 | $6,717-95.1% | $8,391-96.1% | $6,940-95.2% |