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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 | $52,577 | $80,992-35.1% | $96,534-45.5% | $75,173-30.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.60% | 27.05%-15.5pp | 25.88%-14.3pp | 160.72%-149.1pp |
| Employer contribution / active EE | $7,240 | $2,283+217.2% | $2,965+144.1% | $2,671+171.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,745 | $6,717-74.0% | $8,253-78.9% | $5,651-69.1% |