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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 | $39,319 | $88,707-55.7% | $74,184-47.0% | $273,972-85.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.24% | 11.94%-12.2pp | 17.74%-18.0pp | 41.46%-41.7pp |
| Employer contribution / active EE | $8,571 | $3,159+171.3% | $2,370+261.6% | $4,869+76.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $605 | $8,717-93.1% | $5,586-89.2% | $10,133-94.0% |