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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 | $32,533 | $67,894-52.1% | $89,340-63.6% | $82,448-60.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 5.58% | 19.21%-13.6pp | 20.57%-15.0pp | 41.64%-36.1pp |
| Employer contribution / active EE | $2,135 | $1,828+16.8% | $2,231-4.3% | $2,551-16.3% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,309 | $5,723-59.7% | $6,704-65.6% | $7,234-68.1% |