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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 | $39,655 | $106,864-62.9% | $147,318-73.1% | $82,637-52.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.40% | 27.49%-14.1pp | 70.43%-57.0pp | 53.51%-40.1pp |
| Employer contribution / active EE | $5,754 | $3,417+68.4% | $4,593+25.3% | $2,552+125.5% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,773 | $8,415-78.9% | $13,708-87.1% | $7,339-75.8% |