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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 | $62,765 | $122,131-48.6% | $227,928-72.5% | $122,131-48.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 90.5%+9.5pp | 75.1%+24.9pp |
| Annual return | 9.35% | 16.17%-6.8pp | 2.99%+6.4pp | 16.17%-6.8pp |
| Employer contribution / active EE | $1,206 | $3,608-66.6% | $8,629-86.0% | $3,608-66.6% |
| Participant deferral / active EE | $2,353 | $3,892-39.5% | $5,154-54.4% | $3,892-39.5% |
| Admin fee / account holder | $1,500 | $11,586-87.1% | $13,437-88.8% | $11,586-87.1% |