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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 | $61,921 | $82,882-25.3% | $127,803-51.5% | $72,983-15.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 3.91% | 32.20%-28.3pp | 26.14%-22.2pp | 81.01%-77.1pp |
| Employer contribution / active EE | $6,889 | $3,346+105.9% | $4,576+50.6% | $2,440+182.3% |
| Participant deferral / active EE | $0 | $4,791-100.0% | $6,023-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,823 | $6,487+5.2% | $9,399-27.4% | $5,124+33.2% |