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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 | $74,535-43.8% | $100,712-58.4% | $82,637-49.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 9.73% | 18.92%-9.2pp | 33.27%-23.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $431 | $1,503-71.3% | $2,313-81.4% | $2,552-83.1% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,129 | $6,576-82.8% | $9,256-87.8% | $7,339-84.6% |