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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 | $26,176 | $89,532-70.8% | $103,447-74.7% | $80,925-67.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 3.82% | 22.80%-19.0pp | 23.92%-20.1pp | 35.65%-31.8pp |
| Employer contribution / active EE | $3,918 | $4,023-2.6% | $4,678-16.2% | $2,756+42.2% |
| Participant deferral / active EE | $0 | $5,459-100.0% | $6,624-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,290 | $6,774-81.0% | $9,415-86.3% | $6,940-81.4% |