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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 | $13,632 | $43,075-68.4% | $74,577-81.7% | $62,881-78.3% |
| Participation rate | 91.7% | 58.1%+33.6pp | 68.1%+23.6pp | 69.3%+22.4pp |
| Annual return | 1.28% | 17.50%-16.2pp | 20.47%-19.2pp | 20.14%-18.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,426 | $2,389-40.3% | $3,458-58.8% | $3,203-55.5% |
| Admin fee / account holder | $1,129 | $2,840-60.3% | $4,138-72.7% | $4,296-73.7% |