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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 | $43,943 | $105,623-58.4% | $87,502-49.8% | $273,972-84.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.50% | 12.26%-11.8pp | 12.21%-11.7pp | 41.46%-41.0pp |
| Employer contribution / active EE | $2,267 | $3,141-27.8% | $2,550-11.1% | $4,869-53.4% |
| Participant deferral / active EE | $856 | $3,601-76.2% | $3,149-72.8% | $5,287-83.8% |
| Admin fee / account holder | $2,352 | $4,781-50.8% | $4,221-44.3% | $10,133-76.8% |