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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 | $61,078 | $41,377+47.6% | $109,313-44.1% | $62,881-2.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 1.92% | 11.05%-9.1pp | 22.07%-20.2pp | 20.14%-18.2pp |
| Employer contribution / active EE | $2,405 | $1,276+88.5% | $3,892-38.2% | $2,281+5.4% |
| Participant deferral / active EE | $2,885 | $2,045+41.1% | $3,166-8.9% | $3,203-9.9% |
| Admin fee / account holder | $3,122 | $2,884+8.2% | $5,666-44.9% | $4,296-27.3% |