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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 | $87,688 | $39,132+124.1% | $57,196+53.3% | $62,881+39.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.30% | 9.24%-9.5pp | 14.59%-14.9pp | 20.14%-20.4pp |
| Employer contribution / active EE | $3,071 | $1,874+63.9% | $2,683+14.5% | $2,281+34.7% |
| Participant deferral / active EE | $3,047 | $2,374+28.3% | $3,096-1.6% | $3,203-4.9% |
| Admin fee / account holder | $9,331 | $2,594+259.7% | $3,141+197.1% | $4,296+117.2% |