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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 | $25,557 | $81,446-68.6% | $103,374-75.3% | $80,874-68.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.63% | 25.57%-15.9pp | 24.89%-15.3pp | 35.62%-26.0pp |
| Employer contribution / active EE | $1,371 | $3,107-55.9% | $3,869-64.6% | $2,756-50.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,143 | $6,715-83.0% | $8,394-86.4% | $6,935-83.5% |