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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 | $26,562 | $86,050-69.1% | $189,758-86.0% | $94,015-71.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 3.90% | 17.77%-13.9pp | 52.62%-48.7pp | 17.84%-13.9pp |
| Employer contribution / active EE | $1,596 | $2,819-43.4% | $4,767-66.5% | $2,790-42.8% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $799 | $6,627-87.9% | $20,388-96.1% | $8,951-91.1% |