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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 | $52,969 | $66,764-20.7% | $88,497-40.1% | $62,881-15.8% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 3.11% | 10.37%-7.3pp | 7.63%-4.5pp | 20.14%-17.0pp |
| Employer contribution / active EE | $3,178 | $3,077+3.3% | $4,036-21.3% | $2,281+39.3% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $787 | $4,668-83.1% | $6,220-87.3% | $4,296-81.7% |