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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 | $49,295 | $86,922-43.3% | $102,438-51.9% | $80,874-39.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.30% | 18.90%-10.6pp | 29.37%-21.1pp | 35.62%-27.3pp |
| Employer contribution / active EE | $4,306 | $2,369+81.7% | $3,024+42.4% | $2,756+56.2% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,730 | $8,050-78.5% | $9,448-81.7% | $6,935-75.0% |