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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 | $17,479 | $45,079-61.2% | $69,461-74.8% | $72,983-76.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 0.66% | 22.65%-22.0pp | 28.97%-28.3pp | 81.01%-80.4pp |
| Employer contribution / active EE | $532 | $2,055-74.1% | $2,779-80.9% | $2,440-78.2% |
| Participant deferral / active EE | $905 | $2,603-65.2% | $3,536-74.4% | $3,608-74.9% |
| Admin fee / account holder | $926 | $3,056-69.7% | $3,840-75.9% | $5,124-81.9% |