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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 | $40,884 | $45,050-9.2% | $63,018-35.1% | $70,126-41.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 7.67% | 18.76%-11.1pp | 87.62%-79.9pp | 73.15%-65.5pp |
| Employer contribution / active EE | $1,175 | $2,052-42.7% | $2,761-57.4% | $2,343-49.8% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,741 | $2,834+32.0% | $3,601+3.9% | $4,645-19.5% |