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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 | $27,105 | $81,233-66.6% | $155,567-82.6% | $80,874-66.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 1.19% | 33.33%-32.1pp | 64.74%-63.5pp | 35.62%-34.4pp |
| Employer contribution / active EE | $2,860 | $3,101-7.8% | $4,674-38.8% | $2,756+3.8% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $478 | $7,998-94.0% | $15,916-97.0% | $6,935-93.1% |