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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 | $36,267 | $57,065-36.4% | $75,670-52.1% | $70,131-48.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 5.76% | 23.57%-17.8pp | 27.34%-21.6pp | 73.14%-67.4pp |
| Employer contribution / active EE | $1,594 | $1,817-12.3% | $2,352-32.2% | $2,342-32.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $544 | $3,825-85.8% | $5,800-90.6% | $4,645-88.3% |