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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 | $63,105 | $39,132+61.3% | $57,196+10.3% | $62,881+0.4% |
| Participation rate | 98.4% | 70.5%+27.9pp | 75.3%+23.1pp | 69.3%+29.1pp |
| Annual return | 0.21% | 9.24%-9.0pp | 14.59%-14.4pp | 20.14%-19.9pp |
| Employer contribution / active EE | $2,401 | $1,874+28.1% | $2,683-10.5% | $2,281+5.2% |
| Participant deferral / active EE | $2,513 | $2,374+5.8% | $3,096-18.8% | $3,203-21.5% |
| Admin fee / account holder | $2,302 | $2,594-11.3% | $3,141-26.7% | $4,296-46.4% |