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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 | $71,934 | $116,462-38.2% | $174,595-58.8% | $116,462-38.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 85.1%+14.9pp | 74.7%+25.3pp |
| Annual return | 8.88% | 15.65%-6.8pp | 6861.22%-6852.3pp | 15.65%-6.8pp |
| Employer contribution / active EE | $2,861 | $3,231-11.5% | $3,630-21.2% | $3,231-11.5% |
| Participant deferral / active EE | $1,944 | $3,836-49.3% | $4,379-55.6% | $3,836-49.3% |
| Admin fee / account holder | $6,079 | $12,754-52.3% | $10,352-41.3% | $12,754-52.3% |