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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 | $45,803 | $39,132+17.0% | $57,196-19.9% | $62,881-27.2% |
| Participation rate | 90.9% | 70.5%+20.4pp | 75.3%+15.6pp | 69.3%+21.6pp |
| Annual return | 0.03% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,979 | $1,874+59.0% | $2,683+11.1% | $2,281+30.6% |
| Participant deferral / active EE | $2,979 | $2,374+25.5% | $3,096-3.8% | $3,203-7.0% |
| Admin fee / account holder | $1,330 | $2,594-48.7% | $3,141-57.6% | $4,296-69.0% |