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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 | $24,415 | $39,132-37.6% | $57,196-57.3% | $62,881-61.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.79% | 9.24%-10.0pp | 14.59%-15.4pp | 20.14%-20.9pp |
| Employer contribution / active EE | $2,441 | $1,874+30.2% | $2,683-9.0% | $2,281+7.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,900 | $2,594+88.9% | $3,141+56.0% | $4,296+14.1% |