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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 | $53,658 | $39,132+37.1% | $57,196-6.2% | $62,881-14.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.17% | 9.24%-9.4pp | 14.59%-14.8pp | 20.14%-20.3pp |
| Employer contribution / active EE | $3,062 | $1,874+63.4% | $2,683+14.1% | $2,281+34.2% |
| Participant deferral / active EE | $3,062 | $2,374+28.9% | $3,096-1.1% | $3,203-4.4% |
| Admin fee / account holder | $5,616 | $2,594+116.5% | $3,141+78.8% | $4,296+30.7% |