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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 | $32,278 | $65,712-50.9% | $57,196-43.6% | $273,972-88.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.94% | 22.01%-21.1pp | 14.59%-13.7pp | 41.46%-40.5pp |
| Employer contribution / active EE | $5,009 | $3,280+52.7% | $2,683+86.7% | $4,869+2.9% |
| Participant deferral / active EE | $2,212 | $3,782-41.5% | $3,096-28.5% | $5,287-58.2% |
| Admin fee / account holder | $655 | $4,838-86.5% | $3,141-79.2% | $10,133-93.5% |