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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 | $23,284 | $62,672-62.8% | $185,117-87.4% | $70,126-66.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 3.42% | 40.79%-37.4pp | 40.50%-37.1pp | 73.15%-69.7pp |
| Employer contribution / active EE | $909 | $1,753-48.1% | $4,182-78.3% | $2,343-61.2% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,826 | $3,932-2.7% | $8,159-53.1% | $4,645-17.6% |