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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 | $64,508 | $39,132+64.8% | $57,196+12.8% | $62,881+2.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.33% | 9.24%-9.6pp | 14.59%-14.9pp | 20.14%-20.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,223 | $2,374+35.7% | $3,096+4.1% | $3,203+0.6% |
| Admin fee / account holder | $1,807 | $2,594-30.4% | $3,141-42.5% | $4,296-57.9% |