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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 | $13,880 | $55,713-75.1% | $75,901-81.7% | $72,975-81.0% |
| Participation rate | 82.0% | 61.1%+20.9pp | 69.3%+12.7pp | 69.5%+12.5pp |
| Annual return | 2.99% | 27.60%-24.6pp | 30.76%-27.8pp | 81.01%-78.0pp |
| Employer contribution / active EE | $1,282 | $1,687-24.0% | $2,501-48.7% | $2,440-47.5% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,364 | $3,980-65.7% | $5,420-74.8% | $5,124-73.4% |