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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 | $59,044 | $138,393-57.3% | $184,256-68.0% | $80,959-27.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.06% | 20.01%-11.0pp | 28.85%-19.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $6,667 | $4,847+37.5% | $6,427+3.7% | $2,757+141.8% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,004 | $10,489-71.4% | $13,899-78.4% | $6,925-56.6% |