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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 | $38,919 | $39,132-0.5% | $57,196-32.0% | $62,881-38.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.24% | 9.24%-9.5pp | 14.59%-14.8pp | 20.14%-20.4pp |
| Employer contribution / active EE | $2,509 | $1,874+33.9% | $2,683-6.5% | $2,281+10.0% |
| Participant deferral / active EE | $3,687 | $2,374+55.3% | $3,096+19.1% | $3,203+15.1% |
| Admin fee / account holder | $692 | $2,594-73.3% | $3,141-78.0% | $4,296-83.9% |