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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 | $50,762 | $56,110-9.5% | $94,993-46.6% | $70,126-27.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 10.52% | 51.02%-40.5pp | 27.14%-16.6pp | 73.15%-62.6pp |
| Employer contribution / active EE | $2,105 | $1,442+46.0% | $2,603-19.1% | $2,343-10.1% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,919 | $3,456+100.2% | $4,960+39.5% | $4,645+48.9% |