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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 | $56,942 | $81,504-30.1% | $102,437-44.4% | $80,959-29.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.22% | 25.60%-17.4pp | 24.95%-16.7pp | 35.67%-27.4pp |
| Employer contribution / active EE | $2,381 | $3,104-23.3% | $3,871-38.5% | $2,757-13.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,482 | $6,719-33.3% | $8,388-46.6% | $6,925-35.3% |