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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 | $73,535 | $61,390+19.8% | $112,228-34.5% | $75,177-2.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 5.97% | 28.47%-22.5pp | 30.23%-24.3pp | 160.75%-154.8pp |
| Employer contribution / active EE | $4,918 | $2,015+144.1% | $3,432+43.3% | $2,671+84.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,633 | $4,862-25.3% | $7,752-53.1% | $5,651-35.7% |