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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 | $132,820-52.7% | $192,072-67.3% | $132,820-52.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 86.4%+13.6pp | 74.3%+25.7pp |
| Annual return | 9.35% | 14.82%-5.5pp | -0.38%+9.7pp | 14.82%-5.5pp |
| Employer contribution / active EE | $1,206 | $4,144-70.9% | $7,585-84.1% | $4,144-70.9% |
| Participant deferral / active EE | $2,353 | $3,980-40.9% | $4,904-52.0% | $3,980-40.9% |
| Admin fee / account holder | $1,500 | $11,722-87.2% | $10,448-85.6% | $11,722-87.2% |