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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 | $58,795 | $47,944+22.6% | $67,834-13.3% | $62,881-6.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 1.38% | 11.77%-10.4pp | 138.47%-137.1pp | 20.14%-18.8pp |
| Employer contribution / active EE | $2,118 | $1,562+35.6% | $2,403-11.9% | $2,281-7.1% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,494 | $3,712+21.1% | $4,622-2.8% | $4,296+4.6% |