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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 | $37,823 | $52,580-28.1% | $71,671-47.2% | $70,126-46.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 9.05% | 20.25%-11.2pp | 20.65%-11.6pp | 73.15%-64.1pp |
| Employer contribution / active EE | $1,429 | $1,616-11.6% | $2,460-41.9% | $2,343-39.0% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,661 | $3,653-54.5% | $5,558-70.1% | $4,645-64.2% |