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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 | $11,632 | $39,132-70.3% | $57,196-79.7% | $62,881-81.5% |
| Participation rate | 85.7% | 70.5%+15.2pp | 75.3%+10.4pp | 69.3%+16.4pp |
| Annual return | 0.37% | 9.24%-8.9pp | 14.59%-14.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,272 | $2,374-4.3% | $3,096-26.6% | $3,203-29.1% |
| Admin fee / account holder | $5,076 | $2,594+95.7% | $3,141+61.6% | $4,296+18.2% |