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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 | $45,647 | $45,082+1.3% | $69,464-34.3% | $72,975-37.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.52% | 22.66%-17.1pp | 28.98%-23.5pp | 81.01%-75.5pp |
| Employer contribution / active EE | $4,159 | $2,055+102.4% | $2,779+49.7% | $2,440+70.5% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,213 | $3,057-27.6% | $3,840-42.4% | $5,124-56.8% |