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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 | $29,622 | $58,851-49.7% | $115,170-74.3% | $72,975-59.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 3.19% | 23.16%-20.0pp | 35.60%-32.4pp | 81.01%-77.8pp |
| Employer contribution / active EE | $1,000 | $1,798-44.4% | $3,179-68.5% | $2,440-59.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $836 | $6,370-86.9% | $7,089-88.2% | $5,124-83.7% |