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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 | $85,338 | $79,894+6.8% | $135,792-37.2% | $82,637+3.3% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 2.13% | 17.20%-15.1pp | 25.96%-23.8pp | 53.51%-51.4pp |
| Employer contribution / active EE | $3,832 | $2,165+77.0% | $3,496+9.6% | $2,552+50.1% |
| Participant deferral / active EE | $10,019 | $3,194+213.7% | $4,759+110.5% | $4,126+142.8% |
| Admin fee / account holder | $956 | $6,434-85.1% | $12,266-92.2% | $7,339-87.0% |