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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 | $23,674 | $90,486-73.8% | $78,676-69.9% | $273,972-91.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.12% | 75.62%-75.5pp | 62.19%-62.1pp | 41.46%-41.3pp |
| Employer contribution / active EE | $2,593 | $3,175-18.3% | $2,850-9.0% | $4,869-46.7% |
| Participant deferral / active EE | $520 | $3,901-86.7% | $3,517-85.2% | $5,287-90.2% |
| Admin fee / account holder | $15,817 | $5,263+200.5% | $4,510+250.7% | $10,133+56.1% |