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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 | $54,004 | $155,555-65.3% | $146,866-63.2% | $155,188-65.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 1.46% | 115.41%-114.0pp | 102.85%-101.4pp | 148.84%-147.4pp |
| Employer contribution / active EE | $1,111 | $4,647-76.1% | $4,425-74.9% | $4,248-73.8% |
| Participant deferral / active EE | $11,433 | $8,044+42.1% | $7,759+47.4% | $6,531+75.1% |
| Admin fee / account holder | $6,900 | $14,755-53.2% | $13,620-49.3% | $14,480-52.3% |