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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 | $48,585 | $49,255-1.4% | $70,494-31.1% | $79,856-39.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.99% | 30.10%-24.1pp | 109.16%-103.2pp | 31.71%-25.7pp |
| Employer contribution / active EE | $2,656 | $2,100+26.5% | $2,738-3.0% | $2,471+7.5% |
| Participant deferral / active EE | $3,248 | $2,768+17.3% | $3,711-12.5% | $3,741-13.2% |
| Admin fee / account holder | $770 | $2,879-73.3% | $3,848-80.0% | $5,306-85.5% |