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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 | $45,460 | $93,586-51.4% | $135,925-66.6% | $75,173-39.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 4.50% | 30.90%-26.4pp | 68.25%-63.8pp | 160.65%-156.2pp |
| Employer contribution / active EE | $6,598 | $3,537+86.5% | $4,857+35.8% | $2,670+147.1% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,500 | $6,977-64.2% | $10,764-76.8% | $5,651-55.8% |