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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 | $19,829 | $65,712-69.8% | $57,196-65.3% | $273,972-92.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.28% | 22.01%-21.7pp | 14.59%-14.3pp | 41.46%-41.2pp |
| Employer contribution / active EE | $1,255 | $3,280-61.7% | $2,683-53.2% | $4,869-74.2% |
| Participant deferral / active EE | $2,372 | $3,782-37.3% | $3,096-23.4% | $5,287-55.1% |
| Admin fee / account holder | $447 | $4,838-90.8% | $3,141-85.8% | $10,133-95.6% |