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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 | $37,267 | $56,287-33.8% | $80,977-54.0% | $62,881-40.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | -0.75% | 22.13%-22.9pp | 17.11%-17.9pp | 20.14%-20.9pp |
| Employer contribution / active EE | $2,210 | $1,943+13.8% | $3,715-40.5% | $2,281-3.1% |
| Participant deferral / active EE | $3,307 | $4,196-21.2% | $5,696-41.9% | $3,203+3.2% |
| Admin fee / account holder | $3,502 | $3,742-6.4% | $5,517-36.5% | $4,296-18.5% |