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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 | $53,756 | $136,307-60.6% | $106,619-49.6% | $273,972-80.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.66% | 11.05%-10.4pp | 9.42%-8.8pp | 41.46%-40.8pp |
| Employer contribution / active EE | $2,061 | $5,190-60.3% | $3,947-47.8% | $4,869-57.7% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $674 | $8,625-92.2% | $6,418-89.5% | $10,133-93.3% |