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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 | $55,624 | $105,623-47.3% | $87,502-36.4% | $273,972-79.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.14% | 12.26%-12.1pp | 12.21%-12.1pp | 41.46%-41.3pp |
| Employer contribution / active EE | $7,640 | $3,141+143.3% | $2,550+199.6% | $4,869+56.9% |
| Participant deferral / active EE | $1,557 | $3,601-56.8% | $3,149-50.6% | $5,287-70.6% |
| Admin fee / account holder | $7,494 | $4,781+56.8% | $4,221+77.6% | $10,133-26.0% |