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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 | $49,239-1.3% | $70,462-31.0% | $79,858-39.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.99% | 30.08%-24.1pp | 109.08%-103.1pp | 31.72%-25.7pp |
| Employer contribution / active EE | $2,656 | $2,100+26.5% | $2,737-3.0% | $2,471+7.5% |
| Participant deferral / active EE | $3,248 | $2,769+17.3% | $3,710-12.4% | $3,740-13.2% |
| Admin fee / account holder | $770 | $2,876-73.2% | $3,845-80.0% | $5,306-85.5% |