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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 | $67,175 | $146,267-54.1% | $197,124-65.9% | $82,448-18.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 8.00% | 29.61%-21.6pp | 44.34%-36.3pp | 41.64%-33.6pp |
| Employer contribution / active EE | $7,407 | $4,723+56.8% | $6,227+18.9% | $2,551+190.4% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,262 | $14,422-77.4% | $16,298-80.0% | $7,234-54.9% |