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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 | $37,715 | $52,306-27.9% | $69,779-46.0% | $62,881-40.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 1.88% | 13.35%-11.5pp | 12.99%-11.1pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,574 | $1,799-12.5% | $2,338-32.7% | $2,281-31.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,271 | $3,691-38.5% | $4,381-48.2% | $4,296-47.1% |