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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 | $35,259 | $64,920-45.7% | $103,693-66.0% | $86,983-59.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 4.88% | 30.29%-25.4pp | 47.61%-42.7pp | 25.83%-21.0pp |
| Employer contribution / active EE | $4,286 | $2,141+100.2% | $2,920+46.8% | $2,584+65.8% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $633 | $6,191-89.8% | $7,858-91.9% | $7,856-91.9% |