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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 | $73,699 | $65,361+12.8% | $92,903-20.7% | $72,983+1.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 3.27% | 42.11%-38.8pp | 109.43%-106.2pp | 81.01%-77.7pp |
| Employer contribution / active EE | $4,167 | $2,594+60.6% | $3,653+14.1% | $2,440+70.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,203 | $4,251-1.1% | $5,795-27.5% | $5,124-18.0% |