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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 | $14,952 | $49,255-69.6% | $70,494-78.8% | $79,856-81.3% |
| Participation rate | 88.5% | 69.2%+19.3pp | 75.1%+13.4pp | 69.6%+18.8pp |
| Annual return | 0.94% | 30.10%-29.2pp | 109.16%-108.2pp | 31.71%-30.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,293 | $2,768+91.2% | $3,711+42.7% | $3,741+41.5% |
| Admin fee / account holder | $916 | $2,879-68.2% | $3,848-76.2% | $5,306-82.7% |