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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 | $13,869 | $48,078-71.2% | $78,676-82.4% | $62,881-77.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.51% | 31.36%-26.9pp | 62.19%-57.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,577 | $2,015-21.7% | $2,850-44.7% | $2,281-30.9% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,667 | $3,206-48.0% | $4,510-63.0% | $4,296-61.2% |