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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 | $28,682 | $41,377-30.7% | $109,313-73.8% | $62,891-54.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | -0.51% | 11.05%-11.6pp | 22.07%-22.6pp | 20.14%-20.6pp |
| Employer contribution / active EE | $3,037 | $1,276+138.0% | $3,892-22.0% | $2,281+33.1% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,005 | $2,884-30.5% | $5,666-64.6% | $4,296-53.3% |