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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 | $58,933 | $88,370-33.3% | $112,977-47.8% | $79,852-26.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 2.48% | 23.16%-20.7pp | 24.24%-21.8pp | 31.72%-29.2pp |
| Employer contribution / active EE | $3,672 | $3,398+8.1% | $4,255-13.7% | $2,471+48.6% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,178 | $5,750-79.5% | $6,294-81.3% | $5,306-77.8% |