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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 | $41,903 | $77,574-46.0% | $108,753-61.5% | $86,983-51.8% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 9.73% | 18.42%-8.7pp | 37.47%-27.7pp | 25.83%-16.1pp |
| Employer contribution / active EE | $431 | $1,611-73.2% | $2,427-82.2% | $2,584-83.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,129 | $6,529-82.7% | $10,320-89.1% | $7,856-85.6% |