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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 | $41,292 | $39,132+5.5% | $57,196-27.8% | $62,881-34.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.46% | 9.24%-9.7pp | 14.59%-15.1pp | 20.14%-20.6pp |
| Employer contribution / active EE | $2,511 | $1,874+34.0% | $2,683-6.4% | $2,281+10.1% |
| Participant deferral / active EE | $2,503 | $2,374+5.4% | $3,096-19.2% | $3,203-21.9% |
| Admin fee / account holder | $4,771 | $2,594+83.9% | $3,141+51.9% | $4,296+11.1% |