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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 | $62,697 | $60,795+3.1% | $69,461-9.7% | $65,185-3.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 2.63% | 17.46%-14.8pp | 28.97%-26.3pp | 29.38%-26.8pp |
| Employer contribution / active EE | $1,628 | $2,452-33.6% | $2,779-41.4% | $2,177-25.2% |
| Participant deferral / active EE | $1,494 | $3,162-52.7% | $3,536-57.7% | $3,514-57.5% |
| Admin fee / account holder | $5,860 | $314+1768.2% | $3,840+52.6% | $847+591.7% |