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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 | $86,330-62.3% | $121,871-73.3% | $94,015-65.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.2%+26.8pp | 70.8%+29.2pp |
| Annual return | 5.58% | 14.95%-9.4pp | 13.57%-8.0pp | 17.84%-12.3pp |
| Employer contribution / active EE | $2,135 | $2,292-6.9% | $2,731-21.8% | $2,790-23.5% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,309 | $7,346-68.6% | $11,551-80.0% | $8,951-74.2% |