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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 | $29,994 | $65,027-53.9% | $90,970-67.0% | $79,852-62.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 5.30% | 30.45%-25.2pp | 134.58%-129.3pp | 31.72%-26.4pp |
| Employer contribution / active EE | $1,639 | $1,247+31.4% | $2,122-22.8% | $2,471-33.7% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $656 | $4,535-85.5% | $5,960-89.0% | $5,306-87.6% |