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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 | $73,787-54.4% | $98,716-65.9% | $82,448-59.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 5.91% | 18.57%-12.7pp | 31.81%-25.9pp | 41.64%-35.7pp |
| Employer contribution / active EE | $1,379 | $1,511-8.7% | $2,279-39.5% | $2,551-45.9% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,408 | $6,500-63.0% | $8,703-72.3% | $7,234-66.7% |