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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 | $20,619 | $45,050-54.2% | $63,018-67.3% | $70,126-70.6% |
| Participation rate | 97.4% | 69.5%+27.9pp | 74.8%+22.6pp | 69.5%+27.8pp |
| Annual return | 9.33% | 18.76%-9.4pp | 87.62%-78.3pp | 73.15%-63.8pp |
| Employer contribution / active EE | $426 | $2,052-79.2% | $2,761-84.6% | $2,343-81.8% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $390 | $2,834-86.2% | $3,601-89.2% | $4,645-91.6% |