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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 | $34,939 | $39,132-10.7% | $57,196-38.9% | $62,881-44.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.20% | 9.24%-9.0pp | 14.59%-14.4pp | 20.14%-19.9pp |
| Employer contribution / active EE | $2,014 | $1,874+7.5% | $2,683-24.9% | $2,281-11.7% |
| Participant deferral / active EE | $4,517 | $2,374+90.3% | $3,096+45.9% | $3,203+41.0% |
| Admin fee / account holder | $1,894 | $2,594-27.0% | $3,141-39.7% | $4,296-55.9% |