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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 | $26,062 | $56,894-54.2% | $84,751-69.2% | $62,891-58.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.55% | 6.30%-3.8pp | 22.78%-20.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $7,457 | $2,400+210.7% | $3,574+108.6% | $2,281+226.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,975 | $3,581+94.8% | $5,333+30.8% | $4,296+62.4% |