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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 | $49,631 | $60,349-17.8% | $74,184-33.1% | $62,881-21.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.68% | 21.38%-19.7pp | 17.74%-16.1pp | 20.14%-18.5pp |
| Employer contribution / active EE | $2,406 | $1,680+43.2% | $2,370+1.5% | $2,281+5.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,924 | $4,261+39.0% | $5,586+6.0% | $4,296+37.9% |