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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 | $38,179 | $41,377-7.7% | $109,313-65.1% | $62,881-39.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 1.17% | 11.05%-9.9pp | 22.07%-20.9pp | 20.14%-19.0pp |
| Employer contribution / active EE | $2,568 | $1,276+101.2% | $3,892-34.0% | $2,281+12.6% |
| Participant deferral / active EE | $3,682 | $2,045+80.1% | $3,166+16.3% | $3,203+15.0% |
| Admin fee / account holder | $2,086 | $2,884-27.7% | $5,666-63.2% | $4,296-51.4% |