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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 | $58,975 | $60,349-2.3% | $74,184-20.5% | $62,881-6.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.62% | 21.38%-16.8pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,977 | $1,680+17.7% | $2,370-16.6% | $2,281-13.3% |
| Participant deferral / active EE | $1,679 | $2,856-41.2% | $3,550-52.7% | $3,203-47.6% |
| Admin fee / account holder | $1,474 | $4,261-65.4% | $5,586-73.6% | $4,296-65.7% |