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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 | $74,979 | $39,132+91.6% | $57,196+31.1% | $62,881+19.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.01% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,686 | $1,874-10.1% | $2,683-37.2% | $2,281-26.1% |
| Participant deferral / active EE | $1,582 | $2,374-33.4% | $3,096-48.9% | $3,203-50.6% |
| Admin fee / account holder | $1,023 | $2,594-60.6% | $3,141-67.4% | $4,296-76.2% |