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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 | $32,720 | $45,050-27.4% | $63,018-48.1% | $70,126-53.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 7.88% | 18.76%-10.9pp | 87.62%-79.7pp | 73.15%-65.3pp |
| Employer contribution / active EE | $616 | $2,052-70.0% | $2,761-77.7% | $2,343-73.7% |
| Participant deferral / active EE | $1,564 | $2,466-36.6% | $3,330-53.0% | $3,332-53.1% |
| Admin fee / account holder | $2,537 | $2,834-10.5% | $3,601-29.5% | $4,645-45.4% |