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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 | $22,065 | $53,018-58.4% | $70,014-68.5% | $62,891-64.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 2.70% | 13.35%-10.6pp | 12.99%-10.3pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,094 | $1,799-39.2% | $2,338-53.2% | $2,281-52.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $724 | $3,690-80.4% | $4,380-83.5% | $4,296-83.1% |