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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 | $36,873 | $88,583-58.4% | $88,497-58.3% | $273,972-86.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 2.00% | 5.68%-3.7pp | 7.63%-5.6pp | 41.46%-39.5pp |
| Employer contribution / active EE | $1,500 | $4,502-66.7% | $4,036-62.8% | $4,869-69.2% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $516 | $8,980-94.3% | $6,220-91.7% | $10,133-94.9% |