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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 | $57,205 | $39,132+46.2% | $57,1960% | $62,881-9.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.70% | 9.24%-8.5pp | 14.59%-13.9pp | 20.14%-19.4pp |
| Employer contribution / active EE | $2,475 | $1,874+32.1% | $2,683-7.8% | $2,281+8.5% |
| Participant deferral / active EE | $3,630 | $2,374+52.9% | $3,096+17.2% | $3,203+13.3% |
| Admin fee / account holder | $867 | $2,594-66.6% | $3,141-72.4% | $4,296-79.8% |