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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 | $39,148 | $39,1320% | $57,196-31.6% | $62,881-37.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.66% | 9.24%-9.9pp | 14.59%-15.3pp | 20.14%-20.8pp |
| Employer contribution / active EE | $2,457 | $1,874+31.1% | $2,683-8.4% | $2,281+7.7% |
| Participant deferral / active EE | $5,503 | $2,374+131.8% | $3,096+77.7% | $3,203+71.8% |
| Admin fee / account holder | $3,016 | $2,594+16.3% | $3,141-4.0% | $4,296-29.8% |