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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 | $62,363 | $57,828+7.8% | $117,039-46.7% | $70,126-11.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 2.43% | 17.55%-15.1pp | 18.95%-16.5pp | 73.15%-70.7pp |
| Employer contribution / active EE | $2,953 | $1,816+62.6% | $3,785-22.0% | $2,343+26.1% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,693 | $3,548-24.1% | $5,974-54.9% | $4,645-42.0% |