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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 | $33,626 | $74,535-54.9% | $100,712-66.6% | $82,637-59.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 5.91% | 18.92%-13.0pp | 33.27%-27.4pp | 53.51%-47.6pp |
| Employer contribution / active EE | $1,379 | $1,503-8.2% | $2,313-40.4% | $2,552-46.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,408 | $6,576-63.4% | $9,256-74.0% | $7,339-67.2% |