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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 | $49,385 | $49,249+0.3% | $70,476-29.9% | $79,852-38.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.38% | 30.09%-26.7pp | 109.12%-105.7pp | 31.72%-28.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,354 | $2,769+93.4% | $3,710+44.3% | $3,740+43.2% |
| Admin fee / account holder | $614 | $2,878-78.7% | $3,847-84.0% | $5,306-88.4% |