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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 | $13,897 | $54,757-74.6% | $90,304-84.6% | $72,975-81.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 1.44% | 30.63%-29.2pp | 78.13%-76.7pp | 81.01%-79.6pp |
| Employer contribution / active EE | $435 | $2,093-79.2% | $2,855-84.8% | $2,440-82.2% |
| Participant deferral / active EE | $2,359 | $2,887-18.3% | $3,885-39.3% | $3,608-34.6% |
| Admin fee / account holder | $348 | $3,973-91.2% | $5,354-93.5% | $5,124-93.2% |